NVIDIA
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this is the most incredible thing that you've done. And then I tweeted this thing out, this hugging face thing will go down as one of the most important transactions in AI, because you are creating now in the largest competitor and the largest, most well capitalized company, a bulwark against all of this closed source oligopoly insanity. And at the same time, what you're going to do is actually create more rational competition up and down the stack. And I mentioned this last week, everybody is b
I think American companies are competing very well. I think we are winning the AI race as long as we don't do something stupid to shoot ourselves in the foot.
One third of their revenue moving over to NVIDIA. If it works, this is the biggest news ever.
If you want to know how Anthropic is hitting $50 billion, if you want to know how OpenAI is hitting whatever it is, $30, $40 billion, customers like Uber. Unmetered is the word we're going to be talking about in 2027. That means that you could see NVIDIA add a third of the market cap of the top two frontier models.
They've agreed to acquire Hugging Face for $12.9 billion. U.S. open source equals NVIDIA. Chinese open source equals Kimmy. Now we have our U.S. champion.
these guys are putting the entire US economy on their back
thank God, we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden
It's completely appropriate for Nvidia to say, Well, we're going to spin our own models, they do that. And then you're going to see them go up the stack and host the model, then you're going to see them supply API's and supply inference, and they're going to be a cloud provider.
Nvidia still relies meaningfully on the hyperscalers for their revenue. I think it was $24 billion in the quarter. But they now have built up a neocloud business that was equivalent, which is incredible, right?
now he owns Hugging Face, the leading open source indexer where everybody goes to try the new models. I think this is a this is actually the huge story.
And I think he's speed running open source, and you're going to be able to buy from Nvidia next year, just your entire stack he's going for he is going to own open source.
I think Jensen is going all in on open source based on these two acquisitions, Hugging Face and Poolside.
Nvidia is the world's most valuable company. 5.5 trillion. Polymarket says 79% chance Nvidia ends the year as number one
I guess the headwind Chamath is that people believe there's competition coming.
Stock is up, reaching its all time high again
That is the most profitable core business quarter of any public company ever
96.2 billion in revenue in the quarter, Chamath up 106% year over year, more than double. Wall Street's expectation was 92 billion. They guided for 70% growth next year. That is well above what Wall Street was expecting at 45%.
Nvidia just had a record setting earnings report. I mean, they blew the doors off this
the vast majority of the off-take commitments are coming from anthropic open ai and nvidia right when you hear about the hyperscalers building all of this you know this compute out they're building it out to sell to the people that we uh you know that we just mentioned
or you get nvidia to backstop it um which they've indicated that they're going to do more of but the problem there is nvidia shareholders don't want them back stopping unlimited because the fear in the world is that that sprite spot price at some point right may go against you and when it does the payback period changes
range so you know you do the math that gigawatt is a billion watts so 30 to 50 dollars per watt means 30 to 50 billion per gigawatt and i think they're at the high end of that range right now so when elon says look we're going to end the year at 100 billion of arr all you have to believe is that they're at two gigawatts of compute running for 50 a watt to hit that that doesn't include starlink or the launch business or the grok cursor piece or any of these things so i think that's why they're
the only thing i would add to what brad said was around starship elon basically said we all saw it right that the starship test flight was successful the starship floating in the ocean the heat shield worked that's going to enable more flights of starship now at a more accelerated rate that paves the way for the v3 satellite which enables much more bandwidth for the starlink network which then powers the whole direct to cell play so you had that piece of it i mean just the whole telecom aspect s
a little bit surprised that the stock went down after the earnings call because not only was it a beaten raise but also i think elon spoke to a lot of their plans
how performant these GPUs are at these specific tasks.
that price range was, was accurate for each one of those GPUs in a server. So a server can cost upwards of a quarter million dollars.
They go for like 30, 40 grand each is my understanding.
This is Nvidia's state of the art. It's not just a GPU. It's a rack. Essentially, it's a platform to put many GPUs on.
For those of you who don't know, Nvidia's market cap has increased more than 7x from 300 billion to 2.3 trillion. If you've been living under a buck and you haven't been watching this, it's because people want access to these chips.
I think it's very clear that obviously Jensen Huang and Nvidia make lots of money, I think that will continue to be the case, probably for some period of time, you could maybe make the analogy that, hey, is this potentially like fiber in the mid 90s, where we think that there's semi infinite amounts of demand, but then actually once everybody puts in their capex, and there's, you know, diminishing marginal returns to increase scale, then everybody actually flattens out. And so you're projecting
right now, Nvidia is worth more than Apple. And so what we're discussing here is where the value will accrue. Will it be in the people making the chips that power the AI or in the companies that are then using the AI to take it to the end user, the consumers in this case. So it's kind of a fun race and challenge to see what's going to come out on top.
Yeah. I think this is a moment in time. It's clearly not the most important company on this list in my mind, uh, in terms of the future. If you told me I could only bet on one stock and hold it for 10 years, uh, it would not be Nvidia.
We can talk about NVIDIA. NVIDIA is the most interesting thing one now, because NVIDIA now has over 4,000 employees in Israel. And the CTO of NVIDIA Global is an Israeli who works out of Israel.
NVIDIA is the most interesting one now because NVIDIA now has over 4,000 employees in Israel, and the CTO of NVIDIA Global is an Israeli. It's sometimes confusing when I tell people about how many multinationals have set up shop in Israel. The reason it's confusing is because people say, oh, these multinationals have operations all over the world, right? So why is that so unique that it's in Israel? The only reason they're setting up shop is for the R&D and innovation brainpower.
And by the way, this is, that is the case for Nvidia enduring because IBM was kind of this foundational layer for the compute layer for almost 30 years until 1992.
what we've already seen in the last year and, you know, with the rise of Nvidia stock was these really, really large models require, you know, compute and energy
Corporate Venture, you know, ex-Microsoft and NVIDIA, I'd put that aside. Corporate Venture is down like 10-year low.
And NVIDIA is doing that now.
And if you try to do hardware, you missed it. Sorry. NVIDIA is going to run the table.
Everybody knows Nvidia is one of the dominant or the dominant player in that market segment, or at least the biggest player right now. And if you look on a five year horizon, their stock is still up 20, 25x. If you look on a one year horizon, it's up to two and a half x right now relative to where it started just a year ago. So despite the the drop in Nvidia stock from, you know, recent highs, it's still doing quite well. And that's because people are still buying a lot of chips to power AI appl
NVIDIA's biggest risk right now to me isn't a lack of financial, not hygiene per se, but just like clarity, but it's the massive dependence it has on a couple of customers. So for example, customers A, B, C, D and E in its SEC filings, these are your alphabets, your Microsoft, your Amazons and so forth. Just the top four customers of the company in its last quarter were 25, 36, 46% of its, um, total revenue.
I do agree. There is a hygienic point to be made about NVIDIA investing in smaller companies and then having those companies purchase its hardware. But I just don't think the sums in question scale to the point of being a concern to make NVIDIA a quote, quote, house of cards.
I do agree that core weave and Lambda and the other GPU clouds that are, you know, borrowing up to 11 billion, as the FT said are sending material money to NVIDIA. But NVIDIA is not underwriting the debt in question. So that's actually not a round tripping concern.
The thing that I did notice here is that the amount of prepaid expenses and other current assets at NVIDIA is pretty small compared to its overall scale. And I think most importantly, as you see from this chart has leveled off. So this is not going vertical still it's decelerated. And so to me, I don't think there's enough here to actually be smoke hinting at fire.
Nvidia once again took the absolute top spot and as the most valuable public market company in the world. I have a screenshot of this. They beat Apple, Microsoft, Alphabet, Amazon, Aramco and Meta, the other leaders with a market cap of just about $3.4 trillion.
there have been a bunch of people looking at round tripping as a technical era as a technical term for self-dealing or insider re-transactions they invest in a company that company buys servers with uh nvidia's money but those numbers were kind of small then there's accounting issues when do you recognize revenue so a lot of the revenue here my understanding is baked in because somebody will put it in order
we've never seen a company grow large amounts of revenue in this way the last quarter was 30 billion i'm saying that and uh the year earlier for q2 was 13 billion so they more than two times their revenue that quarter to that quarter q3 last year 18 billion this year 32 so it's gonna just under double right so this uh crazy growth is slowing but it's still significant
if the company just meets expectations like i believe we saw in the preceding quarter we could see a stock drop five six points again people are expecting a beat this is a company that is valued on growth it's expensive by a couple of traditional metrics people really believe in it so it's being valued as such the reason why i think it could harm the vibes if it misses or just barely meets expectations is that that implies quite a lot about the rest of the industry nvidia's quarter to quarter re
the scale of nvidia's revenue i think kind of occludes or hides how quickly it came to be because you hear that number you think okay well how much revenue does apple do or does microsoft do whatever but jason if you look at this chart just observe the jump from the first quarter of their fiscal 24 to the second quarter of the fiscal 24. people not watching the video uh nvidia's data center revenue went from 4.3 billion to 10.3 billion in a single quarter and then it went to 14 and a half 18 and
it's three-digit growth year over year is unprecedented. It's absolutely insane. 15% to 30% is high growth in public market companies. NVIDIA grew like a startup, a series A startup going from three to 10 million or 10 to 30 million, which does happen.
Oh, NVIDIA? More than that.
when they move from just doing, you know, their main category being gaming GPUs to server farms becoming the majority of their revenue.
it's going to be very hard to constrain the Chinese. Uh, I mean, I do think we win ultimately, but it's going to be hard to constrain anybody by just limiting their access to H one hundreds. Uh, they'll be able to get other chips. And when you train something, people get creative. So maybe they're making knockoff H one hundreds, um, and other kind of devices,
the question is going to be, will this slow down hardware consumption? And I think that that is actually possible that you might have the leaders of some companies saying, Hey, let's, um, spend the next dev cycles optimizing this, uh, and just making it run better on the existing footprint of hardware we have. And then when you're a capital allocator, you're looking at a pool of capital. Is this billion dollars better spent on more H-100s or is this billion dollars better spent on more head coun
The DeepSeq project has, uh, shaken the public markets, specifically NVIDIA, uh, I think, because what this project, we'll see how true it is, uh, has done more than anything is made people question the need for CapEx spending.
NVIDIA has been dethroned overnight by DeepSeq and is now the third most valuable company compared to the first.
i had said you know i thought we were hitting peak nvidia you know sometime in the next couple of years you would have this sort of peak nvidia moment in terms of competition is coming people are going to make their own chips and then software will become more efficient as we saw with r1 using maybe more commoditized hardware less generation of hardware better software better techniques etc
we ride it went up to 31 a share from looked like 17 overnight and this is based on nvidia putting some shine on it
nvidia updated its filings telling people what it owns shares in no longer owns shares and serve robotics or sound hound ai but it disclosed an equity position in a company called we ride and we've talked about we right here on the show it is a chinese self-driving company and here was the market's response
but what nvidia is doing and how you can sort of counter and complement their strategy
here's where i have an opportunity here's what nvidia is not focused on that i can focus on and like here's this narrow segment of the market that's open that i can sort of exploit
we price 10x cheaper than nvidia in terms of dollars per token
for an nvidia 8x h100 box you can expect to pay around 300 000 for that system which is eight of those chips inside of one cage inside of one server you got it that will draw around 10 kilowatts and the rule of thumb is that a walk costs around a dollar a year okay so that would be ten thousand dollars per year to run that eight h100 cluster you got it what this means is that if say the lifetime is five years you're spending three hundred thousand dollars in capex and you're spending ten thousan
it is clear that ai inference is going to be a massive massive market and there are already a number of chips on the market like nvidia's gpus and google's tpus that do a pretty good job of this and what they have in common is that they're all programmable you can go run code on nvidia gpu or google tpu to run many different kinds of models convolutional networks like resnet transformers of course lstms rnns whatever whack you think comes out of you know neural network factories but this is a tr
chip god of the world but there's a star called edge that's betting that it's better to do one thing really well than to be a more generally available and usable programmable chip company
invidia went public by the way i just pulled it up at a valuation back in 1999 of about one and a half billion dollars
the year of your growth rate should slow according to analysts to 47 in the third quarter of this year so it's slowing down
in the current quarter analysts expect uh nvidia to turn in about 45 and a half billion in revenue and according to our calculations that's a 51 growth rate... its revenue base is so large growing at 50 is staggering
this is not a stock that's getting increasingly expensive in terms of its price to sales ratio... the price sales ratio of nvidia peaked actually in kind of mid to 2023 and has since come down a pretty material percentage so not cheap for sure but certainly not increasingly ludicrous as the company scales and as the company grows
retail investors really believe the ai story they really believe the nvidia story and i don't think they're wrong i think the reason they believe it is because they use these products every day and they get so much value for them
if we sit here 10 years from now i can guarantee you nvidia will not be the number one company it'll be somebody else will uh you know make their way onto that list or even be the largest
nvidia today reached for the first time of any company in history a four trillion dollar market cap
six customers are now 85% of Nvidia's revenue in the last quarter.
pursuant to what we just discussed in this game of chicken, who's willing to build the most data centers and fill them with, uh, Nvidia gear.
by far the biggest value that they've provided us, which is tremendous, is that their latest system on a chip, the Thor-based architecture, in our minds is the first SoC that they have developed,
it does seem like Jensen is saying, hey, we can really help here by making the hardware just commoditized, standardized. We're going to have some data in the cloud for you to work with.
So if we were to envision this world where five or six people get there, we also have the OEMs and NVIDIA playing a big role.
And our compute is NVIDIA's Thor SOC. So we're also benefiting from, you know, the incredible scale that NVIDIA has.
it's had, you know, two to three X returns, uh, since I started covering it compared to Fang. And I think that will continue.
They call them ASICs, um, that come out of Google and Microsoft, uh, Google, actually not Microsoft. They use, um, field programmable, but, uh, Microsoft does, but basically ASICs are a very specialized chip that can be harder for software developers to learn. So it's very common for software developers to learn CUDA, the CUDA platform and how to program GPUs.
It's GPUs. It's a parallel processing that can happen with GPUs that serendipitously, it can also be used for AI, uh, and, and training. Um, and basically they recently combined training and inference onto a single chip. So they continue to iterate to a level where for, you know, machine learning, training, uh, models and AI inference, it, it's really hard to beat.
In my opinion, let's say 90% of it will be run on NVIDIA. And that's a big statement.
I'm very bullish on NVIDIA. I think the reason is, is that we haven't even begun to tap into its real market, its real micro trend, which is of course, AI. Uh, a lot of people are looking at, you know, gaming. They talk a lot about gaming. They talk a lot about crypto mining. Forget it. Forget about that. Uh, this is a data center, AI accelerator play. Um, everywhere that the economies worldwide go or industries, or it doesn't matter if you're an SMB or enterprise, all of it.
they wanted to become a chip powerhouse with this, but they spent 18 months trying to get this deal done. And it was just a huge antitrust, you know?
Nvidia has been crushing it lately, $650 billion company at stock prices up about 70% over the last five, five years.
if you're nvidia say or if you're some uh you know if you're intel or you're an american-based company like micron you need a special license from the commerce department to export like gpus like really high performance chips that power ai applications or you know help model nuclear blasts or guide hypersonic weapons like if you want to sell those in china or even taiwan you now need a special license from the commerce department
ongoing tech trend about how GPU is the new CPU. Cause they can do this. It can like think it's
And I think with, um, the chips behind this, because, you know, Tesla has their own chips, Google has their own chips, and you have general purpose GPUs from like Nvidia. I think we're really seeing all of that same law happen, but the compounding rate is even faster, I believe.
And for, so you have DLSS off at 20 frames per second, DLSS three and RT ray tracing on at a hundred. I mean, look at the difference. It's insane. And that's just one generation shift from the previous generation to this one.
this is state of the art guys. Like it's at 16,000 CUDA cores in this thing. For where the world's going with NFTs and AI art, this, this is the device that's going to power it.
if you think about how many of these cards Nvidia are shipping worldwide, like millions of these cards over the next year or two, these cards are going to be used for things like Dolly, Midjourney, et cetera, to power these cards
This one's like four times more powerful than the previous generation. It's unbelievable, actually.
that model took nine and a half days on 440 NVIDIA a 100 GPUs. And it costs about $200,000 to build from scratch.
there's really three places in the world that can build state of the art silicon. Uh, TSMC, Taiwan Semiconductor. That's the biggest one. And that's where NVIDIA has a deep relationship. Samsung is another one that NVIDIA also fans on and then Intel, uh, as a fab and Intel primarily focuses on CPUs for their, for their fabrication capabilities. And then beyond that, there's like a, something called high bandwidth memory, HBM memory. Yes. Packaged within the, the same physical package as the GPU,
The new H 100. That's the latest GPU from, from NVIDIA. Uh, it's going to help a bit in the sense that each one is faster than the previous generation. So you don't need as many, but I think what will happen is it's sort of like goldfish. You know, you grow the pond you have like as the capabilities of the hardware gets better, people just want to use more of it. And, uh, I anticipate us routinely using a thousand GPUs for, for customer workloads. So, um, it, that crunch is going to continue.
we are in a GPU crunch, no doubt about it. And that's not going to alleviate for a while.
Nvidia clearly had a huge bump recently. Um, they are the backbone of all of this, both training and inference right now.
nvidia was priced at 125 a share in january of this year of this year the consensus sales forecast was that data centers would be down six percent this is all the world's best sell side analysts goldman sachs morgan stanley etc thought that data center growth in the year of ai would be negative for nvidia instead it's up 80 percent right that's how wrong they can be ... but when i have entrepreneur after entrepreneur walking into my office saying the single greatest bottleneck that we have in th
I think there's a lot of reasons to think that in that NVIDIA may finally begin to lose some share for the first time. But I mean, the market is exploding.
more recently they're custom chips called asics that are specialized for ai that are vastly outperforming those nvidia chips
So Nvidia invested in core weaves $220 million series B at a $2.1 billion valuation a couple of months ago.
NVIDIA's, um, has made a couple of investments in recent AI startups. Actually, they invested in runway, which we had the founder on the podcast, generative AI editing tools, cohere whose founder is going to come on the podcast. They're basically building like a B2B LLM, um, and a couple more AI startups.
And video is a great partner. I think most people think of NVIDIA as the ones that make the GPUs and the chips, which of course is their main line of business for sure, I think what's less well known is actually that NVIDIA does a lot of fundamental research, especially around like media technologies. So generative video speech, text for that matter. And they have one of the world's best research teams, um, and a big part of motivation for us to get closer to NVIDIA is actually less on just like
If you look at, uh, you know, anthropic and all these other, uh, AI startups that are getting funded like crazy to build LLMS, Claude, uh, you know, from them, uh, they're, they're raising billions and it's all going straight to NVIDIA, which is amazing for, for Jensen and NVIDIA, but, but it's also kind of scary.
18 picojoules per bit for the typical type of inside the box communication that you would see with an Nvidia server or an AMD server, take that down to two picojoules per bit.
So on the compute side? Yes, we would be compared against Nvidia on the interconnect side. Not really.
again thanks to our friends from nvidia and intel for helping uh crunch through all those data
just this morning the uk prime minister said they are investing 100 million pounds into in via amd and intel compute
you can't take anything away from jensen and the products they've made you know i watched them go from being like this you know dorky video game yeah to dorky crypto to like what's the point of all this i thought for sure with the crypto collapse like that company was toast you know and then you look at uh all of a sudden this customer race that has more money than they know what to do with apple google amazon facebook you know and then the investment community and that listen even sovereign wea
but on the flip side jensen and team have done a great job
i really do like your insight though about the bulk ordering and the shenanigans going on with the round tripping uh potentially i'm gonna put the word potentially in there i don't want to insinuate that people are breaking any laws here but the fact that they would even consider doing round tripping where you know defined as uh we invest in this company that company buys compute from us so the money goes into their bank account and then comes back to our bank account even if it's not part of th
the p of nvidia right now is like 230 240 depending on the day you know which is crazy like high growth companies are typically 30 pe ratio so yeah be careful folks be careful out there
nvidia not only had like a complete stranglehold on the gpu market but they also were owned arm and had 99 of uh smartphone chip designs too crazy
nvidia's board approved 25 billion dollars in share buybacks which is about six times higher than what they were currently allotted
they've been investing in a ton of ai companies with some we mentioned this the last time i was on with some little side deals where hey we invest in you but also you're getting a ton of gpus they just did that with inflection right they they gave them like 20 000 gpus they also invested in the company we don't know how much of the mix of that is actual equity versus just getting gpus
so just to finish up on nvidia so 6.1 billion dollars in net income in q2 up 843 year over year up 203 quarter over quarter and then just in terms of forward looking nvidia is expecting revenue of 16 billion dollars in q3 plus or minus two percent that would be 18 and a half percent quarter over quarter growth from this quarter and 2.7 massively year over year
is like let's get this going this is going to turn into if they if they start putting this money towards stock buybacks uh this company is going to start to look like apple and right now this is
this really impressive company that made graphic cards that call of duty nerds would install on their computers to get the extra frame rate so they could go 120 frames a second while playing call of duty at the highest resolution possible on their gaming monitors all of that then led to ai jobs being done on gpus instead of cpus and a100s h100s all of these now are becoming essentially the infrastructure of the ai boom and every company feels an existential crisis nick that if they don't get thi
they reported 13.5 billion dollars of revenue up 101 year over year up 88 quarter over quarter well over the highest analyst estimates of 11.2 billion dollars
50 quarter over quarter just simply does not happen that's like a series startup right yeah
that's a crazy setup there's two ways to increase earnings per share you make the earnings go up or you make the amount of shares less and if you're doing both you're apple yep reduce the denominator right that's math baby a big setup for them it's math baby it's all math
and they don't have competition and more gets thrown to the bottom line
nvidia buying nvidia is going to be absolute chaos that's the reason like it could continue to be a momentum stock if this the percentage growth stops but the earnings get better in other words they can keep selling these things these h100s for the the same price or higher
But the thing they forget is that nobody had the convolution kernels, the algorithms to implement resonance that didn't exist on a GPU back. So the reason Alex net happened is a combination of three things. Actually, it's a combination of data, the amount of compute that was available, and then the bet that Jensen and his team made on programmability to allow some researchers to go invent some new algorithms and then do it on their platform. And then fast forward a few years, it turns out, yeah,
And so one of the things you're pointing out is crypto, right? Well, they didn't design a crypto accelerator. Crypto wandered up and said, I need tremendous amounts of compute. And they were there and ready to serve it. And because they had programmability, they're able to scale into the opportunity. You know, they talk about luck, right? Well, how do you, how do you get lucky? Well, part of it is being ready to take advantage of the luck that presents itself. And I think that is really what, wh
And so a lot of people were building the call of duty accelerator and there's a bunch of competition and just make games go faster, just make games go faster, just make games go faster. And Jensen and team, but I think it was the Geforce three on saying, okay, well, hard coding for graphics is not enough. Let's make it so you could do more general compute on this hardware. And so it's not going to be like a CPU. It's a different thing. It's a different category they created, but let's do this. A
Nvidia is one of our most important partners.
NVIDIA is dominant right now in the AI space. $16 billion in revenue in Q3. That's 2x year over year. They're wildly profitable. Stocks doubled since 2023. But as we've said on this pod and all in, and there's going to be competitors coming, right? Of course. And some startups are going at NVIDIA on the hardware front.
so at these high prices because entry price matters
the investment in something like figure or something like open AI and then you put it into the mag 7 I don't think you'll see much difference in 10 years
there have been realistic questions of how do you raise 675 million how do you raise a billion without having a product in market to our previous conversation well he's gone the non-traditional route in who is investing from according to tweets he tweeted you know he's got a different pool of investors they're obviously not valuation sensitive there's been a lot of criticism about SPVs special purpose vehicles which we do at the syndicate which is what angel list does and other folks we do it on
you've got a robot at station with doors opening and closing and something being put in front of them for them to manipulate doesn't look particularly complicated but it does look incredibly smooth and it doesn't look like the robot is tethered but it obviously is in a controlled box
not only because they just raised a $1 billion round at a $39 billion valuation but also because we talked about their use of their robots inside of a B&W plant where they are live in production where they are just about to become live in production we talked about the importance of not BSing your marketing but the CEO put a new video that I'm going to show you of their robot doing the thing we all thought it was going to do repetitive work inside of the B&W factory
I just think we're getting more applications I would say since all in started and became like a pop culture phenomenon it's tripled the number of applications and then we're now doing an explicit push to get to 50,000 applications a year well most weeks have no problem hitting 400 or 500 applications but I want to really get it to 1,000 a week now we want 1,000 quality applications a week and we do 100 meetings a week so we pretty consistently will do 100 first calls 15 20 minute calls the more
if you get rejected forward your rejection and your application most importantly to YC at launch.co and my team will take a meeting with you and give us some feedback and see if it's right for our program
it seems like there's a younger generation who finds them to be very establishment and I think it's because they are very established right they've been around now for 20 years so it is the establishment
so many people applying which means more and more people don't get accepted and their best advice to you is oh we'll wait six months and apply again it's terrible
but they're also Indian and depending on what time period YC wasn't investing in India all that often and then they started doing more investing in India.
The reason I won't accept it before even hearing their next idea is three developers with an exit where I assume they're three developers. They look like developers or kind of acting like developers or dressed like developers and it's always at Y Combinator they want three people. They want two to be developers. They want multiple co-founders. They don't like idea people. They don't like pitchy people. They like hackers
So plus 100 million from the last milestone, at least for now implied there's plenty of capacity needed to be built out, so.
OpenAI is having its dev day. Thank you for everyone who tuned in to us live in contravention of sticking around with Sam. But they did announce as part of that live stream that ChatGPT now has 800 million weekly active users, Jason.
So yeah, this is probably all, we might be building out far more capacity than we need if all these deals do come to fruition.
they don't need this compute? What if it levels off the impact of compute on the product getting better? That's actually a very interesting question a lot of people are having. We've made this analogy many times before, but it feels similar to the dot-com build-out of fiber. And they built up so much fiber. And the music industry, the movie industry, wasn't allowing their content to be streamed. There was no YouTube when that was being built out. And storage was wildly expensive. Transport of vi
OpenAI is a non-traditional company in its scale and how much it's changed, I would say, the world. And it's also facing what appears to be a chronic compute drought somehow still this far into the AI cycle. So could it solve a non-traditional problem using traditional methods of raising money and so forth? Probably not. But I absolutely agree that what we're seeing here increasingly sounds circular, risky, and also like it's a form of just leverage, Jason, or risk. It feels like quite a lot cou
I don't want to say it's a house of cards, but there are a lot of interesting variables here. It feels very non-traditional. It's, yeah, nothing can go wrong.
So NVIDIA investing a ton of money and buying shares in OpenAI, and then OpenAI is obviously buying a ton from NVIDIA. That screams of round tripping, and I'm sure that they are well aware of that and have been very thoughtful about outlining that. And then you have this deal, which is, hey, we'll buy some from you and we get some warrants. That's not unheard of, but it certainly is non-traditional. It just feels like there's a lot of money circulating around. And the most critical interpretatio
Well, obviously, NVIDIA and AMD are in competition. And so it's fine if you have a ton of money, and you go out and you start buying from two different suppliers. I wouldn't expect anything else, right? You want to have a competitive marketplace. So that makes total sense, right? You don't want all your eggs in one basket if you are OpenAI.
But going back to the NVIDIA OpenAI announcement, the text is, to support this deployment, including data center and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed. So essentially, they're going to buy stuff from NVIDIA, and then I think NVIDIA gets shares in OpenAI, versus in the AMD deal, they're going to buy GPUs from AMD, and then they get stock in AMD.
Well, OpenAI will own. Not Sam personally, obviously, just to make that super clear for the audience.
AMD is going to supply OpenAI with up to six gigawatts worth of GPUs. Not all at once, in several tranches. The first one will land in the back half of 2026 when their new GPU comes out. I think it's the 4150 in their line of GPUs. As part of this deal, OpenAI gets to purchase stock in AMD at one cent per share, the par value of its stock, in tranches again. So every time it buys a bunch of GPUs, it gets to buy a bunch of their stock for one cent per share. About 10% of the company is the way th
So OpenAI is buying a bunch of compute from AMD. Great. The money they're using to buy that is not AMD's money. AMD is just a supplier to them. AMD's not investing in OpenAI. Unlike NVIDIA, which did invest in OpenAI, correct?
let's build a custom silicon chip that's even better than nvidia because if the idea was wow we can shoehorn the nvidia chip built for graphics and gaming and we you know at the time thought they're going to be focused primarily on gaming because that's where they're you know making most of their money and this ai stuff will be an afterthought that was in
there were early experiments about 20 years ago um there were about five of them that nvidia supported it was almost like a side project like a crazy little side thing where they're like could these gpus be used for something else
all the major ai you know companies that you know of have their own semiconductor efforts underway because that is inherently better way to do ai workloads where you're doing the same matrix multiplying ad over and over and over again
in any case nvidia has taken that baton and has for the last decade
lately there are a lot of custom silicon solutions like google has their tpu and attention to the process amazon's developed their own chips open ai of course is working on their own chip
ultimately weren't delivering that much more value uh compared to a completely different huge array of computational elements in a gpu or an nvidia chip uh that is inherently better suited to ai workloads
bought by microsoft bingo for about 400 million dollars uh you know less than two years in
the idea to do that was tim draper's idea 100 and i i not me and and i just want to give credit to him because it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers so you signed up for hotmail it feels like a normal email account but now every message you sent has this get your free email at hotmail.com right like like a call to action controversial exactly tim wanted it more controversial he was pounding the table that he wanted t
the thing that it really epitomized was first you know rapid internet growth for us second this thing we basically coined the term viral marketing because of hotmail trying to describe for a blog post what is it that hotmail did that was so different from other internet companies this idea that the message itself was the vector of uh of spread of marketing in a sense no like a virus which came from the signature when you sent a hot mail it said sent by hotmail or powered by hotmail
only because we're building out this infrastructure at such a significant pace and utilization is going up and we're still trying to keep up with uh to our first story the ai bubble all of this infrastructure being built out if it happens every two years i think it's kind of in the bucket of acceptable
projects that seem like they're decentralized typically have a single point of failure so as much as people want to believe that things are decentralized and in fact the internet is built to be decentralized that's why we're all still using the internet and zoom still worked and if zoom doesn't work you can go over to um you know google meetup or whatever they call google's product or slack huddles google media you can just move around the internet but if your service is tied to one cloud that's
this happens to every provider every couple of years which means we experience these type of outages i would say on average every six months right now they're usually corrected so quickly that they fade from memory this one seems to have hit a decent swath of important services
like even chat gpt wildly popular 800 million global users now but only five percent are paid and i feel like we haven't seen i feel like that's what's fueling a lot of this perception that it's a bubble is there isn't an app everyday people are paying tons of money for it's all still corporations and enterprises and startups
if you look at sam altman's strategy in just the last three to six months it's raise money from everyone for everything that would be a sign that we could be his his strategic approach the last six months is a sign that a bubble is building when you say i want to deploy one trillion dollars in infrastructure and then you do a deal with amd with nvidia and and did they do another one with another chip company yeah broad called with brockham so that those three to me with the round tripping nature
you can look at those two, and you can see that they have discipline. I don't think they want to chase the average return. No.
And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The first question, who's participating from the Series A and the Series B? Is Sequoia participating? Are Benchmark participating? How much is available in the C? Is that a negative signal? If they don't, if they have a growth fund. Now, the growth fund is looking at the seed fund. So, if the seed fund owned 6%, and they didn't do the Series A, now the growth fund is looking at Uber
The only challenge here is, when you're a Sequoia CEO, you know, you have to then figure out, okay, which fund am I going to be in? Is the growth fund going to do this? Right. And it can be a little conflicted.
In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K to $3 million checks. They can put 40 of those investments maybe into the $200 million fund for about $5 million on average.
Actually, you know, you talk a lot about, you know, Tesla having cars on the road. So many of them, giving them a data advantage.
And as I said here on this program many times before, just do a year with the safety driver. Prove that you can do 10,000 rides, 100,000 rides without any instance. Share all the data publicly.
Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.
Oh, they're going to get there. They're going to get there. It's obvious.
But I think this is this is freaking awesome.
You know, frequently late, never wrong is, I think, the track record so far.
So he's often late, but never wrong is what I always say when people ask me for a quote always.
They said they believe FSD has been solved.
Then you start using Google Docs and you see the AI assistant or Excel and the AI assistant will do the formula for you. That's going to make you use these products more.
my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The answers are better. And if the answers are better and you solve problems quicker, you still have a certain amount of time. You will be more inquisitive. ... This is inducing a massive amount of extra activity on Google services.
they're not going to grow that staff anymore. And I would say they're going to probably redeploy to save face
This is another one of these stories to get us to mention Ramp, who's not an advertiser. I love it, though. They're so good at it.
companies like Ramp are also using AI to sniff out the AI usage.
Some of the greats, you can do interactive stuff. Go check out Tonebase. It's a really great company, but I saw in their update, BFCM. So that's the time to really get a lot of sales in. So they prepare for this great rush, which is a great thing for startups to do.
NVIDIA would lose hundreds of millions in revenue, Oracle 100 mils in revenue. Looks like Microsoft would lose hundreds of millions in revenue. And now Amazon Web Services would lose close to $40 billion in revenue.
In these cases, the overflow jobs, like I was saying, are things that might be running in the background that need to get done. And then you're going to do whatever the newest jobs are in three years on the latest generation. Like maybe they're going to be doing synthetic data. Maybe they're going to be doing self-driving data, like just more complex things. Doesn't mean people don't want to make bulldog, you know, superhero videos for their daughters still. And those would get done to those job
NVIDIA claims H200 is less energy efficient than blackboard for inference.
Nvidia chip servers are on a two to three year product cycle. So that's the product cycle. Okay. They come out with a new one every two years or like new, it might not be a new version because obviously they're versioning these things up like a new platform, like a new, the new version. Hopper to Blackwell. Exactly. And so if that's happening every two to three years, that means theoretically that you might buy more of them, but that does not mean that you're throwing the old ones away. That's l
massively ramping capex through purchase of Nvidia chips and servers on a two to three year product cycle should not result in the extension of useful lives of compute equipment.
What people are finding is with these NVIDIA chips, some people thought, well, we're just going to rip them out because NVIDIA is doubling the power of them every 18 months or 24 months or maybe even better. So therefore they're going to be ripped out and new ones are going to be put in and they're just going to be turned off in year four, year five, and nobody's going to want them. Well, it turns out like there might be jobs that these are perfectly suited for and they might last in year five,
During its earnings rundown, the CFO said, most accelerators with CUDA, which is their software suite, and NVIDIA's time-tested and versatile app architecture become obsolete within a few years. Thanks to CUDA, the A100 GPUs we shipped six years ago are still running at full utilization today powered by a vastly improved software stack.
I also think Jensen's a little pissed off at Sam Allman. Okay. Tell me why. I think, you know, if you're going to offer to invest all this money and then the next week, you know, he's buying chips from AMD and, you know, dropping these other announcements. I think he maybe thought maybe he was part of a tighter, more narrow relationship set. And I think Sam just did, how many deals did Sam announce over from the summer till now? 574 deals. No, no, but it was, it was literally, I think, closer to
But overall, a very impressive print.
James Earl Jones sold in perpetuity his voice as Darth Vader, and they can clone it now.
They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediately do a deal with Grok or Claude. Consumer Reports needs to do this deal with somebody.
Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small snippet and using it. The output is now protected IP. It's indisputable. If you make a character and you make a profit building that character, you're now infringing on Disney's ability to do that. So every single IP holder needs to do a deal like this.
It's a three-year deal, one year of exclusivity, which means that I don't think another company can land a similar contract with Disney in the near term.
It will also get warrants, Jason, into OpenAI. So if it wants to purchase more shares down the road at whatever price they've decided, that's going to be in play.
Disney will invest a billion dollars, as we said.
So the most important thing here is now that there's a commercial relationship, every other lawsuit that's going on will be able to point to this.
Disney is going to invest $1 billion into OpenAI. It's going to have warrants for future purchases. It's going to be a three-year deal to use certain Disney IP inside of Sora.
It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is going to have to do this.
Here's how it's going to work. Here's how the deals will work. And if you're not part of one of these deals, as Disney sent a cease and desist letter to Google the day before the OpenAI deal was announced, you cannot use these IP. So it's really, I think, the first attempt to figure out a sort of formalize this whole process. Like, here's what these collaborations will look like. And if you don't have one of these collaborations, you don't get to use these characters.
And I think this is a big damn deal.
If this company can't grow revenues and get to $100 million, $200 million in revenue, which is then you start just thinking about IPOs or you're just going to be massively sustainable, you know, then you want to start thinking about who would buy this company and why. The obvious answer here of why to buy it is now they have a complete package. They have the inference. They take it off the market. If the inference winds up, you know, being the more important part of the puzzle and people like Cl
So anyway, you know, if it's under 50 basis points of ownership dilution for the shareholders, if it doesn't work, who cares? If it does work, oh, boy. And this is where, you know, NVIDIA should be buying another... NVIDIA should be buying conservatively 10 companies a year, maybe 20, given the market cap of the company. If they can use their shares, they should be buying 20 companies a year, two a month, one every other week. They should be on a explosive M&A because what if they work? Just lik
Well, the company's worth $3 trillion now. So this is not even 1%, right? 1% would be $30 billion if it's a... Or is it a $4 trillion company now? Anyway, it's like 50 basis points or something. 4.6. We're both wrong. Oh, my God. I just, you know, I keep losing track because things keep getting so big.
I think essentially NVIDIA is like, look, GPUs are great, but we don't want to lose a trick on inference. So I think this is essentially de-risking for Jensen and company. But that's just a little bit of context for folks out there who are curious.
For folks out there who are curious why NVIDIA would want to buy part of the Grok technology stack. I think, Jason, the answer is just TPUs from Google. Jonathan Ross, who was one of the founders of Grok, was a former Google TPU engineer. And if you recall, companies like Anthropic are turning to Google to use their technology.
yes thank god I love competition here because as I've said 10,000 times on the show I hate driving so really excited about having this on all my cars in the future
accelerate the road to autonomy the road to autonomy is going to accelerate and there'll be many more players
what is NVIDIA's goal here they just want to sell more on-board computers so they're looking at yeah they just want to sell it's like selling H100 so I think in an arms race they're like we've got ammunition here who needs guns and ammunition you figure out what war you want to fight are you fighting a war to sell more Mercedes Benz or are you selling to Lyft Uber and DoorDash to enable their fleets to deliver stuff doesn't matter to them who's buying it it matters that they're selling it and ho
before we jump over all this is the NVIDIA announcement that I recall seeing drive Hyperion ecosystem to accelerate the road to full autonomy just to make sure I understand this this is essentially NVIDIA putting together the software and hardware necessary to turn any car into a self driving car but they're not going to be building themselves this is just to enable OEMs and ODMs to do it on their
so I think we'll have an Android which would be the NVIDIA stack
you have the other side jensen who is like don't worry every cab driver is going to be a chauffeur and just carry your bags which is also kind of a little bit too lovey-dovey obviously you know there's no drivers in waymos and his position was the other week yeah you'll still have a driver in a waymo they'll be serving you coffee or whatever like that's not happening
in the case of Nvidia, they have confidential compute. So anything in Ram or anything on the GPUs is encrypted.
NVIDIA, by the way, you may not know this, but NVIDIA has like three or 4,000 people in Israel going to 6,000. Now, uh, the acquisition that enabled the NVIDIA to scale GPUs to data centers, which is what we have right now, is a company called Mellanox purchased in Israel
So NVIDIA is working on a specific GPU for space, and we had StarCloud on this week in AI the other week. They have to make it so their GPU, like if you just send up an H100, it might come apart.
giving a capex subsidy is a meaningless way in which you basically hand out good money to organizations who have otherwise misallocated the money
if you just give them a capex subsidy that's a one-time effect that helps you in a moment it doesn't help your business
it would make the enterprise of intel and nvidia worth more
a business like Intel or Nvidia I would imagine is going to have a pretty tough time selling their board on some speculative on shoring fab project
just because you need to onshore manufacturing doesn't mean that you give Intel and Nvidia giant handouts
why is companies like Nvidia done so well, it's because they said they raised their hand and said we can take on the work. And by taking on the work away from a traditional CPU, you're able to do
he's also disclosed he's short the dollar long gold oil and aud which i guess is the australian dollar and he's also long nvidia and microsoft believes nvidia's got a monopoly on the chip market
take something like nvidia if i'm playing at home or i'm a you know a professional investor i may say oh i'm going to go sell some long-dated calls to buy a little protection to the downside i don't think there's any problems with nvidia i think they're going to continue to perform i think they're beat their numbers for the balance of the year but you know remember at the start of the year people thought they were going to miss their numbers for data center people thought data center revenues th
one of them nvidia is actually firing on all cylinders
because that will make it a much more competitive industry. And there just isn't a lot of margin to capture when you actually stitch all these things together.
And to your point, like the the big use cases are pushing us well past chips to really be more like [SPEAKER_61: entire systems, and these racks. And so if you look like at Grace Hopper, which is their next gen design, it's like a bunch of chiplets plus memory on any huge board. It's not a chip, you're talking] about system level manufacturing at this point. And that will also create different kinds of use cases. Because for example, today, right now, when you look at simple things like probabil
So you've seen, again, this huge spike in demand, the supply cannot react fast enough, that's led to gigantic profits for Nvidia. But it's hard to know exactly again, what is the steady state going to be? Is it going to be like this? Or is this a one time spike? And we also don't know what the supply will be once the manufacturers all adjust, because now they know that the demand is there.
the equivalent analogy, the equivalence in that analogy today is Nvidia, because they are the dominant pick and shovel provider.
I would envision Nvidia is probably writing a riding a little bit of a discovery of the efficient frontier wave right now. And that this probably is not necessarily steady state.
Yeah, margins get competed away.
I think that that probably decays the Nvidia margin and upside over time.
they're clearly firing on all cylinders
And here's the kicker, they're printing up so much money, and so much profits rather, that the Nvidia board is approving a $25 billion share buyback, that's a very large number, in terms of share buybacks, that's six times higher than what they were currently allotted.
This is the blowout of world blowouts. It's in terms of performance q2 revenue 13.5 billion up 101% year over year, that's extraordinary on that large of a number, but up 88% quarter over quarter high growth in stocks is 2030% year over year. So this is just very uncommon, obviously q2 net income $6 billion up 843% year over year, Nvidia is now with 1.2 trillion, it's closing in on Amazon 1.4 trillion, and Google at $1.7 trillion in terms of market cap.
And it's not just the Googles and Amazons of the world, you have startups trying to buy H 100s, A 100s and buy this infrastructure, you also have sovereign wealth funds and countries buying these in the Middle East and Europe, and you have traditional corporations buying them.
Okay, Nvidia has smashed their earnings, massive interest coming into this earnings report, obviously, because we've been talking about Nvidia, they've had a massive run up, everybody is trying to buy capacity to run language models, etc, self driving, yada, yada.
I have Jensen Wang, CEO of NVIDIA and king of the GPU. We talked about the Magnificent 7 but none was more magnificent than NVIDIA whose stock is up 235% and earnings and forecasts keep blowing doors off. Jensen has been planning this moment for many years before the whole AI frenzy took hold and NVIDIA is now reaping the benefit of that.
i would say the same is probably true for nvidia the folks that have won up until today to maintain a multiple of market cap in this next year if that happens
good massive revenue the highest market cap gain of the year probably yeah 30 to 90 billion yeah american
10 trillion dollars potentially for people in the audience to understand what this context window
the compute build out is underway so this is going to continue for some time i think the real question that keeps getting asked is you know when do you really see the tides recede and what's what's there the compute build out is underway but are we seeing application and productivity gains associated with the capability of that compute some would say yes some would say no but you've got to build out the infrastructure if you're going to assume that there's going to be these productivity gains in
nvidia's been on an all-time heater if you don't know its market cap is now 1.8 trillion friedberg this week it surpassed google and amazon as the fourth most valuable company in the world there it is folks right behind saudi aramco 16 months ago stock was trading about 112 a share since then share price has gone up 6.5x on a big number shares went higher this week after it was reported that nvidia plans to build custom ai chips with amazon meta google and open ai
what they convinced pc manufacturers back in the day was look have the cpu be the brain it'll do 90 of the work but for very specific use cases like graphics and video games you don't want to do serial computation you want to do parallel computation and we are the best at that and it turned out that that was a genius insight and so the business for many years was gaming and graphics but what happened about 10 years ago was we also started to realize that the math that's required and the processi
if you tie it together with what jensen said on the earnings call and you now see developers stress testing us and finding that we are meaningfully meaningfully faster and cheaper than any nvidia solution there's the potential here to be really disruptive and we're a meager unicorn right our last valuation was like a billion something versus nvidia which is now like a two trillion dollar company so there's a lot of market cap for grok to gain by just being able to produce these things at scale w
i think that the history of these things is that the applications eventually get written they get developed if you build the infrastructure to power them and i think with ai the thing that's exciting to me as someone who's really more of an application investor is that we're just at the beginning i think of a huge wave of a lot of new creativity and applications that's going to be written and it's not just b2c it's going to be b2b as well you guys haven't really mentioned that it's not just cons
it is super set up to have a very good meet and beat guidance for the street which they'll eat up and all of the algorithms that trade the press releases will drive the price higher and all of this stuff will just create a trend upward i think the bigger question is if it's a four or five trillion dollar market cap in the next two or three years will it support a hundred trillion dollar economy because that's what you would need to believe
nvidia was supply constrained they cannot produce enough chips to satisfy all the demand their revenue would would have been even higher if they had more capacity second you just look at their forecast so the fiscal year that just ended they did around 60 billion of revenue they're forecasting 110 billion for the fiscal year that just started so they're already projecting to almost double based on the demand that they clearly have visibility into already
their moat appears to be substantial the wall street analysts i've been listening to think that in five years they're still going to have 60 something market share so they're going to have a substantial percentage of this market
there's a really great accounting and m a environment driver here that's causing the big cloud data center providers to step in and say this is a great time for us to build out the next generation of infrastructure that could generate profits for us in the future because we've got all this cash sitting around we don't have to take a p l hit we don't have to acquire a cash burning business and you know frankly we're not going to be able to grow through m a because of antitrust right now anyway so
the 18 billion of data center revenue that nvidia realized is revenue to them but it's not an operating expense to the companies that are building out so this is an important point on why this is happening at such an accelerated pace
i think the revenue scale will continue for like the next two or three years probably for nvidia but the real question is what is the terminal value and it's the same thing that sac showed in that cisco slide people ultimately realized that the value was going to go to other parts of the stack the application layer and as more and more money was accrued at the application layer of the internet less and less revenue multiple and credit was given to cisco and that's nothing against cisco because t
the demand is clear it's the big guys with huge gobs of money and by the way nvidia is super smart to take it because they can now forecast demand for the next two or three quarters
i think there's a lot of reasons to believe nvidia is different one is that if you look at nvidia's multiples they're nowhere near where cisco's were back then so the market in 1999 and early 2000 was way more bubbly than it is now so nvidia's valuation is much more grounded in real revenue real margins real profit second you have the issue of competitive mode cisco was selling servers and networking equipment fundamentally that equipment was much easier to copy and commoditize than gpus these g
i don't think anything's changed on the nvidia front there's this accelerated compute build out underway in data centers everyone's building infrastructure and then everyone's trying to build applications and tools and services on top of that infrastructure the infrastructure build out is kind of the first phase the real question ultimately will be does the initial cost of the infrastructure exceed the ultimate value that's going to be realized on the application layer in the early days of the i
in the case of nvidia what you're now starting to see is them over earn in a very massive way so the real question is who will step up to try to compete away those profits the old bezos quote right your margin is my opportunity and i think we're starting to see and you've mentioned grok who had a super viral moment i think this week but you're starting to see the emergence of a more detailed understanding of what this market actually means and as a result who will compete away the inference mark
this obviously has made the entire market rip as in video goes so does the market right now
this company's firing on all cylinders
this juggernaut starts and it does not stop and it doesn't look like it's going to stop
the results are absolutely stunning and dare i say unprecedented
nvidia blew the doors off their earnings for the third straight quarter shares were up 15 on thursday representing a nearly 250 billion dollar jump in market cap so let's just let that sit in for a second this is the largest single day gain in market cap 247 billion dollars added in market cap
The other thing that Nvidia does brilliantly is what Intel did in the 80s and 90s, when they wanted to kind of choke the market for CPU competition, which is that they were able to define a metric that everybody started to pay attention to, which for them was clock speed.
I mean, I think it's very hard for them. It is a structural innovators dilemma. And why is that because they've made some architectural decisions around things like HBM, which is high bandwidth memory, or specific kinds of extremely high throughput optical cables. And why these things matter is that Nvidia's gone and bought up the world supply. And they've basically bear hug these markets as a structural part of their design. Now that makes sense. And it's very legal. The problem is that if you
I think he did a very good job of explaining where Nvidia is really strong, which is really in learning, and where Nvidia is trying to build the business, which is an inference. But the problem is the features almost compete with each other between learning and inference.
All of you guys are sort of a little bit rate limited on literally Nvidia's throughput, right. And I think that you and most everybody else have sort of effectively announced how much capacity you can get just because it's as much as they can spin out.
I think NVIDIA ... is going to get pulled into competing directly with the hyperscalers. ... So I think it's, it's likely that NVIDIA goes on a full frontal assault against GCP and Amazon and Microsoft, that's gonna really complicate the relationship that those folks have with each other. But I think it's inevitable
If you look at NVIDIA's revenue, they did $26 billion of total revenue in the quarter, 22 billion of which was data center, and about 40% of that was from the top four hyperscalers. So a full one third of NVIDIA's revenue in the quarter came from I believe it's Google, Amazon, Microsoft, and Meta. ... So I think that they're gonna have less maneuvering capability than Cisco had in the future. And obviously, there's this deep concentration risk, which is going to be deeply challenging.
I think the difference here is that at the end of the day, networking equipment, which Cisco produced was pretty easy, pretty one-dimensional, pretty easy to copy data around. ... Whereas if you look at NVIDIA, it's these GPU cores are really complicated to make. ... So it's a much more complicated product to copy. And then on top of that, they're already in the R&D cycle for the next chip, right? ... So I think you can make the case that NVIDIA has a much better moat than Cisco.
So right now, what you do is you speculatively bet on anything that kind of like, quote unquote, rhymes with NVIDIA. So AMD is ripping, the companies that make HPM is ripping. So all of that stuff, the folks that make optical cables, this Japanese company that I found that makes like the high bandwidth optical cables ripping. So everything, anything related to that ecosystem right now is at all time highs. But at the same time, what you find now is like every other day, when you wake up and read
The interesting thing, just to remember, during the PC revolution, which is really mostly the 90s, it ended in the late 90s, I would say like 98, 99, right before the dot-com bubble took over. Intel's peak market cap was, I think it got to about $200 billion. And then their average growth rate from 1998 to today was negative 1.4% a year, right? So it went from about 200 billion to about 130 odd billion. And why? It's not that Intel was a worst company, but it's that everything else caught up. An
I mean, I think it's a really, really incredibly fun moment. If you're in evolved in anything AI related, just because it shows the level of investment that Nvidia's customers are making into making this new reality available for everybody, right? So when you're spending effectively a hundred billion dollars a year on the CapEx of chips, and then a couple hundred billion more on all the related infrastructure, and then another couple hundred billion more on power, you're talking about half a tri
Here's 2019 top companies by market cap in the world... Way down on the list in 2019. Number 84 was Nvidia. Today, Nvidia is the third largest company by market cap behind Microsoft and Apple and ahead of Google, AKA Alphabet and Saudi Aramco.
When you look at the revenue there, the, you know, sort of slow moderate growth revenue that they experienced. That was all because Nvidia was primarily providing GPUs for people playing video games or mining crypto. And then what you see with this unbelievable six quarter run, uh, and five, six quarter run is companies like Microsoft, Google, Tesla, open AI, et cetera, buying just billions and billions of dollars worth of hardware.
The AI train continues on Wednesday. Nvidia reported earnings for the fiscal Q1. Revenue was 26 billion, up 18% quarter of a quarter, 260% year over year. Basically, they quadrupled year over year on billions of revenue. This chart is bonkers. We've never seen anything like this in the history of Silicon Valley or corporate America. This is if somebody like literally was mining coal and then found a diamond, a gold mind underneath it. It's bonkers what's happened here.
Nvidia just smashed all expectations while reporting record profits and revenue.
If a few years from now, NVIDIA still has whatever, 85%, 90% market share, and no one's even close to catching up, then maybe you consider it a monopolist.
Well, look, I agree with you guys. This is just too soon to be opening these investigations. It's true that OpenAI and NVIDIA have leads in their respective markets, but it's not clear that those leads are durable or that they're going to result in durable competitive moats.
The first is, I think the DOJ and the FTC are totally way out of their ski tips on this. This is a totally nascent industry. We don't have any good examples of end user use cases, either in the enterprise or amongst consumers. We only have 18 months of spend history. It is true that we've spent probably $750 billion to $1 trillion collectively now on things with the AI label. But it is also true that that's probably generated less than $10 billion in revenue. So I don't see what they're exactly
nvidia has got a big effort obviously in continuing to build out their software stack that sits on top of their hardware and works in a more coupled way and then you have this ability to kind of realize i think a similar outcome with pixel phones which is a pretty sizable opportunity for them so i think that all of the hardware manufacturers can probably grab more value now as they build their own ai into their os and you start to see more of this value realized by the hardware companies
these big tech companies are not building out all this infrastructure because they've modeled out the roi and it's extremely positive they're doing it because it's an arms race it's so strategic right now to have these ai capabilities and to power the expected next generation of ai apps they can't afford to let one of their competitors have that they have to compete so they're all in an arms race with each other bidding up the cost of these gpus because they have to have that supply
we have a huge problem with nvidia and i'll just kind of say the quiet part out loud which is you can't spend this kind of money to have technology lock in to one hardware vendor and that makes no sense and what you're seeing now is that amazon google microsoft amd intel a plethora of startups grok everybody trying to make now different hardware solutions the problem though that that creates is that we have a massive lock-in right now because the code is littered with all these nvidia specific w
you cannot spend this kind of money and show no incremental revenue potential so while this is incredible for nvidia the chicken is coming home to roost because if you do not start seeing revenue flow to the bottom line of these companies that are spending 26 billion dollars a quarter the market cap of nvidia is not what the market cap of nvidia should be and all of these other companies are going to get punished for spending this kind of money where are all these newfangled things that we're su
s&p up 26 since last year mostly of course thanks to nvidia's record-breaking performance
I mean, sadly, this is another case of sell the news. These things rallied phantomly in the after hours. And if you look at them, they've, they've all just given back every dollar of gains. So I think that people know that we're sort of at the tail end of the hype cycle on AI. And every chance, every time these things spike, people take an opportunity to just massively sell. I mean, Nvidia has turned over 308 million shares today.
every time nvidia reports i'm like very very nervous because even if they have an amazing earnings report and then nikhil correctly you know points out they have really stable growth uh if it's not exceeding you know sort of market sentiment and expectations you could have a disaster
i actually worry more about uh the bottom line for a set of companies that are just consuming a tremendous amount of capital um and obviously i i think like open ai is high up on that list i worry more about that than i do the top line of a company like nvidia for example which i i think you know has a lot uh uh of predictability to their their business
well i think some of the catalyst could be you know clearly like if nvidia or any of these semiconductor companies have a miss
nvidia you look at their ford p it's like 24 times it's just not crazy it's not like cisco at 100 in 1999
Or five to seven heading to 12 because like Nvidia is now in the mix and, and others, I think are coming in the mix. Is, you know, now over 500 billion. Yeah.
So I think it's not sustainable. The pure heat is not sustainable. But I think it's, you know, NVIDIA has got a very strong position.
You know, NVIDIA has a very sharp, you know, lead on the importance of the chips for the training clusters. You know, they're effective on inference. But I do think that as you kind of scale the demand, there'll be a lot of inference chips coming in. You know, I think, Chamath, you're invested in one of those. And I think there's going to be a bunch of those kind of coming in and the bulk of the demand will be on the inference side. And then NVIDIA will have this challenge of, do I try to keep m
And I basically told them to say, hey look, it's sustainable for two years, which for you guys means forever. Yeah.
Dojo two is, um, you know, should be, we should have dojo two in volume towards the end of next year. Um, and, and that, that will be, we think sort of comparable to, uh, uh, sort of a B 200 type type system, a training system.
the Tesla designed, uh, AI inference computer, uh, which is probably still the best. There isn't a better thing we could buy from suppliers. So the Tesla designed, uh, AI inference computer that's in the cars is better than anything we could buy from any supplier.
a lot of the kind of economic value so far, of AI, AI has entirely gone to NVIDIA, but there are people with alternatives and you're actually one with an alternative.
Peter was here earlier and he was talking about how so far the only company to really make money off AI is Nvidia with the chips.
And there was the one day where NVIDIA had the largest market cap in the world earlier this year. And I do think that represented a phase transition. Once that happened, they probably had, um, more attention than was good.
I think a year ago, two years ago, in retrospect, NVIDIA would have been a good buy, you know, I think at this point, everybody it's, it's, it's sort of too obvious that they're making too much money. Everyone's going to try to copy them on, on the chip side. Maybe that's straightforward to do. Maybe it's not, but, but that's, you know, I'd say probably, um, you should, you should, if you, if you want to figure out the AI thing, you should, you should not be asking this question about, um, you k
They're, they're making, they're, I think everybody else is losing money collectively. Yeah. Everyone else is just spending money on, on the computer. So it's, it's one, it's one company that's making, I mean, maybe there's a few other people that are making some money.
It's NVIDIA. It's, it's the hardware, the chips layer. And, um, and, um, and then that's just, it's just what we, you know, it's not what we've done in tech for, for 30 years.
And you get to back a founder like Jensen at NVIDIA, who many people don't know, but is the longest-tenured founder CEO in Silicon Valley.
Well, I mean, Freeberg's right. Jensen had the best performance.
The information reported that the chips are overheating in servers.
NVIDIA is king of the AI revolution and they're so hot, they're literally too hot.
i think the in a lot of ways what i'd say broadly is i think for a while it's going to be big businesses are winners big businesses that use ai thoughtfully and the reason is is that with what is happening what what o3 showed us openai's new model the combination of reasoning and test time compute like i think you're if you're a big business and you can pay a million dollars to let an ai think for six weeks about the most important question for your business that's going to be a profound advanta
nvidia you know last i checked is doing pretty damn well and you know jensen is on the record of saying he you know doesn't give a about where you work
In the next five years, I think zero. I think it's really, really hard. But over the 10 years, who knows? And if you're the CCP, 10 years isn't that long. If you're America, 10 years is an eternity.
I think we're putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their own semiconductor ecosystem and, you know, pressure to kind of, you know, necessity is the mother of innovation. And these export controls are creating an immense incentive for China to be really algorithmically innovative. And you saw that with DeepSeq where there were some real algorithmic innovations.
if America cannot keep illegal drugs out of, you know, out of our own country, these GPUs are arguably dramatically more valuable per unit. You know, like a Blackwell is like, you know, the size of this. And it's just hard, particularly like, you know, America, we're trying to keep drugs out. Here, China is trying to bring the GPUs in and it's kind of significantly, you know, I think harder to prevent than, than, you know, smuggling of illegal drugs. Now everybody does their best, but yeah, the
he is definitely doing keynotes like Intel did and trying to brand the actual names of the units... there is something to it, that maybe some portion of the consumer base wants to know what's inside, right? And it doesn't cost much to brand.
Blackwell is going to be a very successful product cycle. There's a little bit of a prisoner's dilemma where you're going to spend on Blackwell almost no matter what, because if you don't, you're afraid that you cede a big advantage to a competitor.
sending NVIDIA GPUs to people who are adopting NVIDIA's reference architecture, which they believe is the best architecture for those GPUs. Whereas each hyperscaler has their own slight tweaks to that server, that hyperscaler does it so it looks more like their other servers, but maybe it doesn't run quite as well as the standard NVIDIA reference architecture
a lot of this quote unquote round tripping from your perspective is diversifying the ownership pool of NVIDIA
NVIDIA accounts for 15% of their revenue, and they own 6%.
If that trend continues past the July quarter, then I would say, hey, that's reason for concern. But this is a very understandable time for that to happen, from my perspective.
I think the only reason NVIDIA was able to grow through this product transition is because of reasoning models like DeepSeq, which are just so compute hungry.
And so the big three kind of cloud computing, you know, hyperscalers, their incremental share of revenue went down. And that was nothing but good for NVIDIA because they now have kind of a more fragmented base of buyers who have less power over them.
I really don't think like if, if NVIDIA had not, not put any money into core, we've not put any money into kind of other of these Neo clouds, I don't think it would have impacted their revenues at all. At all. They would have sold. More to Meta and more to Tesla.
I think that's what NVIDIA's answer will be to this question. But what is the real expectation? Let's flip it on its head. Last week, China, in retaliation for tariffs, constrained the supply of rare earths outside of China, right? Leaving China. You had certain factory lines that just had to stop on a dime, right? So they're clearly in a position to understand their supply chain, who benefits or who doesn't benefit and can be hurt by constraining supply. And they're able to affect that. At a mi
I think the real problem that we have is that NVIDIA is not doing what is in the best interest of the United States. ... When the U.S. banned the sale of the top-end GPUs, the A100 and the H100, they quickly introduced the A800 and H800. What does that mean? Well, all it was, was just a chip that was basically the same, it slightly reduced the data transfer speed, so that it went under the export control threshold, but it was still really usable. Then late last year, they introduced this thing c
NVIDIA developed the H20, which, again, is kind of like a NERF version of the H100. This has less computational power.
I think there is a view that this chip is just, frankly, too good.
if you look at the memory bandwidth on the H20, it actually has 20% more memory bandwidth than the H100.
NVIDIA CEO Jensen Huang was visiting China today. He told Chinese state media, quote, the China market is very important to us.
H20 is essentially the weaker version of the H100. It was designed, actually, to comply with these export restrictions on AI chips
NVIDIA said it expects a $5.5 billion hit to the quarterly earnings.
NVIDIA is R&D and their ability to drive that innovation. Their software stack is world class. So, you know, they have a lot of advantages as a company, and I have extraordinary respect for them.
Look, first of all, at a high level, NVIDIA is a phenomenal company. You know, Jensen is awesome. We have been working with NVIDIA now for a very, very long time, and we continue to do so, right? And we serve a lot of the Gemini traffic on GPUs as well, right? And so we give customers choice, et cetera. Internally, we train our Gemini models on TPUs, right?
But we also do support NVIDIA, and we're one of the big purchasers of NVIDIA chips, and we have them in Google Cloud available for our customers in addition to TPUs.
I think NVIDIA, to Thomas's point, I think the common thesis is it is the most protected, the durability of the business is there. But I would argue that there's actually a low probability, but very high severity risk to NVIDIA in China. There was just a demonstration last month of a one nanometer semiconductor manufacturing process out of China. I think the more that we continue to try and isolate China from a policy perspective, the more we are emboldening investment in China, meaning from the
when I first started 8090 a year ago, one of the key bets I made, which was a mistake, and we unwound the bet. But the first bet that I made was, can we build a transpiler, which is to say, can you take a CUDA workload and then can you redirect it away from NVIDIA to different hardware? And basically what I learned in that process are all of the attention mechanisms that are built into transformers that really differentiate how good the models are need to literally be hand-tuned for every single
I think it's insufficient to buy stuff off the shelf from Nvidia and expect these models to fundamentally compete.
Jensen was small. Were you ever small? I think so. When you started in your bedroom, I think you were small, right? He started as very small and now he's really become very amazing.
NVIDIA has committed $500 billion over the next four years. Thank you, Jensen. I'm sure that'll be a good investment. If you're doing it, it's good.
I said, who the hell is he? What's his name? His name is Jensen Wong, NVIDIA. I said, what the hell is NVIDIA? I've never heard of it before. He said, you don't want to know about it, sir. I figured we could go in and we could sort of break him up a little bit, get him a little competition. And I found out it's not easy in that business. I said, supposedly we put the greatest minds together. They work hand in hand for a couple of years. He said, no, it would take at least 10 years to catch him i
the market commentary from both Lisa Sue and Jensen, I thought was really valuable.
as goes to the Trump administration's policies with regard to Nvidia and what kind of chips we should be allowing Nvidia to ship over to China.
they have by 2029 them doing 360 billion in revenue compared to 210 billion of revenue this year
nvidia's just crushed the competition
they have this ecosystem of software networking extreme co-design the unit of compute is no longer the chip right it's the entire data center
nvidia has captured nearly a hundred percent of the incremental ai data center revenues over the course of last two and a half years
just in 22 in 2022 two and a half years ago nvidia and amd had basically the same revenue 25 billion dollars right this year nvidia will do 10x that at roughly you know 210 230 billion dollars
remember nvidia just did a huge deal with open ai they didn't give away any other company in fact they got the right to buy part of open ai
Burry's point is incorrect on Twitter. He said the idea of a useful life for depreciation being longer because chips for more than three to four years ago are fully booked confuses physical utilization with value creation. That is incorrect. There is value creation because they are generating revenue from those chips this year, six years later. So there is, in fact, a useful life for that chip that has extended into year six. ... So it's not like they're cooking the books and recognizing some ma
Revenue up 62% year over year. 22% quarter over quarter. Net income 31.9 billion. That's up 65% year over year.
If you look at the companies that have a need to spend money right now, it's Google, it's Microsoft, it's Meta, it's NVIDIA, and maybe Broadcom, but let's just keep Broadcom out of it. Apple is there too. And Apple. All of those companies have so much cash. If you actually look at the DCF of the enterprise value of these businesses, it gets very little credit for that cash, almost to the point where it's worthless. And so you either need to spend it on M&A, spend it on buybacks, or spend it to s
he had classes one, now he's got classes two, and that portends good things for rock five, it's gonna be trained on the largest cluster of blackwells
it's roughly NVIDIA plus AMD plus Google plus a bunch of inference silicon. So that's sort of that market.
There have been some stories recently. I think Bloomberg and Reuters reported that they actually are not allowing NVIDIA chips into their country. And the reason for that, we think, is that they want to indigenize chip production. They want to stand up Huawei as their national champion. And effectively, they're creating a market subsidy for Huawei by keeping out the competition. So they're protecting their market to stand up Huawei.
we're going to see something from Jensen in a week or two that uses a bunch of the stuff that we partnered with him at Grok on.
There's several areas that we're involved in in healthcare. One is AI physics, or AI biology. Using AI to understand, represent, predict biology, behavior, biological behavior. And so that's one. That's very important in drug discovery. There's second, which is AI agents. And that's where the assistance in helping diagnosis and things like that. Open evidence is a really good example. Hippocratic is a really good example. Love working with those companies. I really think that this is an area whe
We have CUDA in satellites around the world. They're doing imaging, image processing, AI imaging. And that kind of stuff ought to be done in space instead of sending all the data back here and do imaging down here. We ought to just do imaging out in space. And so there's a lot of things that we ought to do in space. And in the meantime, we're going to explore what is the architecture of data centers look like in space.
NVIDIA is not making chips. Number one, making chips does not help you solve the AI infrastructure problem anymore. It's too complicated.
we're gaining share for several reasons. One, our velocity has gone. We help people realize it's not about building the chip. It's about building the system. And that system is really hard to build.
I believe that buying from NVIDIA still is one of the most economic things they could do.
we're the only architecture that could be in every cloud. And that gives us some fundamental advantages. We're the only architecture you can take from a cloud and put into on-prem, in the car, in any region space. ... about 40% of our business.
In the case of AWS, I think they just announced, I think it was yesterday, that they're going to buy a million chips in the next couple of years.
we're gaining market share. If you look at where we are today, we're gaining share.
You know, I think helium could be a problem, but it's also the case that the supply chain probably has a lot of buffer in it. These kinds of things tend to have a lot of buffer.
With respect to Taiwan, we have to do three things. One, we have to make sure that we re-industrialize the United States as fast as we can. And whether it's the chip manufacturing plants, the computer manufacturing plants, or the AI factories. How are we doing on that? We're doing excellent. By gaining the strategic support, by gaining the friendship of the supply chain of Taiwan, by gaining their friendship, by gaining their support, we were able to build Arizona in Texas and California at incr
I was also asked, you know, given what's happening in the Middle East, is that an area where we believe that we can expand artificial intelligence, too? I believe that there's a reason we went to war. And I believe at the end of the war, Middle East will be more stable than before. And so if we were there, if we're considering it before, we should absolutely be considering it after. And so I'm 100% in on that.
At the current moment, as we speak, NVIDIA gave up a 95% market share in the second largest market in the world. And we're at 0%. I know. That's right. President Trump wants us to get back in there. And the first thing is to get licensed for the companies that we're going to be able to sell to. We've got many companies who have requested for licenses. We've applied for licenses for them. And we've got approved licenses from Secretary Lutnik. Now we've informed the Chinese companies, and many of
We're trying to. Let me give you the thought experiment. Let's say you have a software engineer or AI researcher and you pay them $500,000 a year. We do that all the time. Okay. This is happening all of the time. That $500,000 engineer at the end of the year, I'm going to ask them, how much did you spend in tokens? And that person said, $5,000, I will go ape something else. Yes. Right. If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed.
We have 43,000 employees, you know, I would say 38,000 are engineers.
when we went from generative to reasoning, the amount of computation we needed was about a hundred times. When we went from reasoning to agentic, the computation is probably another hundred times. Now we're looking at in just two years, computation went up by effect 10,000x. Meanwhile, people pay for information, but people mostly pay for work. Talking to a chat bot and getting an answer is super great. Helping me do some research, unbelievable. But getting work done, I'll pay for. And so that's
When you look around this audience, you will see that Anthropic and OpenAI is represented here. But in fact, 99% of everything that is here is all AI and it's not Anthropic and OpenAI. And the reason for that is because AI is very diverse, I would say that the second most popular model as a category is open models. Number one is open source, open ways, open source. OpenAI is number one, open source is number two, very distant third is Anthropic. And that tells you something about the scale of al
We are a large consumer of Anthropic technology.
I think in the case of digital biology, I think we are literally near the ChatGPT moment of digital biology. We're about to understand how to represent genes, proteins, cells. We all know how to understand chemicals. And so the ability for us to represent and understand the dynamics of the building blocks of biology, that's a couple of two, three, five years from now. In five years' time, I completely believe that the healthcare industry or digital biology is going to inflect. And so these are a
Physical AI as a large category, it's technology industry's first opportunity to address a $50 trillion industry that has largely been void of technology until now. And so we need to invent all of the technology necessary to do that. I felt that that was a 10-year journey. We started 10 years ago. We're seeing it inflecting now. It is a multi-billion dollar business for us. It's close to $10 billion a year now. And so it's a big business and it's growing exponentially. And so that's number one.
In a final analysis, that's the job of the CEO. Yeah. And our job is to define the strategy, define the vision, define the strategy. We're informed, of course, by amazing computer scientists, amazing technologists, great people all over the company, but we have to shape that future. Well, part of it has to do with, is this something that's insanely hard to do? If it's not hard to do, we should back away from it. And the reason for that, is if it's easy to do, obviously. Lots of competitors. A lo
The big takeaway, the big idea is that you should not equate the price of the factory and the price of the tokens, the cost of the tokens. It is very likely that the $50 billion factory. And in fact, I can prove it that the $50 billion factory will generate for you the lowest cost tokens. And the reason for that is because we produce these tokens at extraordinary efficiency, 10 times, you know, the difference between 50 billion. Now it turns out 20 billion is just land power and shell, right? Ri
I mean, I think that was probably the biggest takeaway that I had. You're seeing this fundamental disaggregation where we've gone from a GPU and now you have this complexion of all these different options that will eventually exist.
We think that there's three computers in the problem at the largest scale when you take a step back. There's one computer that's really about training the AI model, developing, creating the AI. Another computer for evaluating it, depending on the type of problem you're having. Like, for example, you look around, there's all kinds of robots and cars and things like that. You have to evaluate these robots inside a virtual gym that represents the physical world. So it has to be software that obeys
Part of that 33% or 50%, a lot of it's going to be storage processors. It's called Bluefield. Some of it will be, a lot of it I'm hoping, will be Grok processors. And some of it will be CPUs. And so all of this is going to be running basically the computer of the modern industry called Agents.
My sense is, and so we added, we used to be a one rack company. We now add a four more racks. Right. So NVIDIA's TAM, if you will, increased from whatever it was to probably something, call it 33%, 50% higher.
we just really evolved from a GPU company to an AI factory company.
except nvidia which is the most unbelievably accretive well-run company highest margins you know making 200 billion dollars and they're treating it like they're treating service now and snowflake i just think it's so interesting what's happening this data sort of shows this reset that
VentureSignalScore 64.9/100 for nvidia, composed from 2 of 4 components (ai_infra formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.15 | 1 | |
| developer | 0.35 | 0.663 |
funding.round.amount_usd 2026-08-29 artifact ↗ score.developer_momentum 2026-09-13 calc github.repository.pushed_at 2026-09-12 artifact ↗ github.repository.stars 2026-09-11 artifact ↗ superseded since github.repository.stars 2026-09-12 artifact ↗ github.repository.forks 2026-09-12 artifact ↗ github.repository.created_at 2026-07-24 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
Gray-market attention, not quality. 50+ HN mentions (peak 2410 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · no primary-source corroboration. ▲ 2410 Nvidia releases open-source GPU kernel modules 2022-05-11 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.1, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_do | derived | council | 2026-07-20 | superseded | 0.16 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.85, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_do | derived | council | 2026-07-24 | promoted | 0.59 |
common_name | NVIDIA | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | NVIDIA Docs | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 2410 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=24464807", "title": "Nvidia to Acquire Arm for $40B", "points": 2122, "created_at": "2020-09-13", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=24464807", "title": "Nvidia to Acquire Arm for $40B", "points": 2122, "created_at": "2020-09-13", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=24464807", "title": "Nvidia to Acquire Arm for $40B", "points": 2122, "created_at": "2020-09-13", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2022-02-08 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=24464807", "title": "Nvidia to Acquire Arm for $40B", "points": 2122, "created_at": "2020-09-13", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2026-08-27 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=24464807", "title": "Nvidia to Acquire Arm for $40B", "points": 2122, "created_at": "2020-09-13", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2026-08-27 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=31344981", "title": "Nvidia releases open-source GPU kernel modules", "points": 2410, "created_at": "2022-05-11"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=31344981", "title": "Nvidia releases open-source GPU kernel modules", "points": 2410, "created_at": "2022-05-11"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=31344981", "title": "Nvidia releases open-source GPU kernel modules", "points": 2410, "created_at": "2022-05-11"} | observed | artifact ↗ | 2022-05-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=31344981", "title": "Nvidia releases open-source GPU kernel modules", "points": 2410, "created_at": "2022-05-11"} | observed | artifact ↗ | 2022-05-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=31344981", "title": "Nvidia releases open-source GPU kernel modules", "points": 2410, "created_at": "2022-05-11"} | observed | artifact ↗ | 2022-05-11 | normalized | 0.20 |
description | is releasing GLM 5.2, facing competition from OpenAI and concerns about ASICs | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Get started by exploring the latest technical information and product documentation | observed | artifact ↗ | 2026-07-24 | normalized | 0.70 |
domain | docs.nvidia.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
funding.round.amount_usd | 1000000000 | observed | artifact ↗ | 2025-12-13 | normalized | 0.50 |
funding.round.amount_usd | 750000000 | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.amount_usd | 400000000 | observed | artifact ↗ | 2025-10-16 | normalized | 0.50 |
funding.round.amount_usd | 12900000000 | observed | artifact ↗ | 2026-08-29 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2025-10-07 | normalized | 0.50 |
github.repository.archived | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.created_at | 2026-03-15T17:04:09Z | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.default_branch | main | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.description | Run agents like Hermes, LangChain Deep Agents, and OpenClaw more securely inside NVIDIA OpenShell with managed inference | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.disabled | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.forks | 2973 | observed | artifact ↗ | 2026-07-24 | superseded | 0.90 |
github.repository.forks | 2974 | observed | artifact ↗ | 2026-07-25 | superseded | 0.90 |
github.repository.forks | 2978 | observed | artifact ↗ | 2026-07-26 | superseded | 0.90 |
github.repository.forks | 3004 | observed | artifact ↗ | 2026-08-05 | superseded | 0.90 |
github.repository.forks | 3009 | observed | artifact ↗ | 2026-08-08 | superseded | 0.60 |
github.repository.forks | 3012 | observed | artifact ↗ | 2026-08-11 | superseded | 0.60 |
github.repository.forks | 3018 | observed | artifact ↗ | 2026-08-14 | superseded | 0.60 |
github.repository.forks | 3022 | observed | artifact ↗ | 2026-08-15 | superseded | 0.60 |
github.repository.forks | 3023 | observed | artifact ↗ | 2026-08-16 | superseded | 0.60 |
github.repository.forks | 3026 | observed | artifact ↗ | 2026-08-17 | superseded | 0.60 |
github.repository.forks | 3028 | observed | artifact ↗ | 2026-08-18 | superseded | 0.60 |
github.repository.forks | 3042 | observed | artifact ↗ | 2026-08-24 | superseded | 0.60 |
github.repository.forks | 3047 | observed | artifact ↗ | 2026-08-25 | superseded | 0.60 |
github.repository.forks | 3050 | observed | artifact ↗ | 2026-08-26 | superseded | 0.60 |
github.repository.forks | 3052 | observed | artifact ↗ | 2026-08-27 | superseded | 0.60 |
github.repository.forks | 3050 | observed | artifact ↗ | 2026-08-28 | superseded | 0.60 |
github.repository.forks | 3051 | observed | artifact ↗ | 2026-08-29 | superseded | 0.60 |
github.repository.forks | 3055 | observed | artifact ↗ | 2026-08-30 | superseded | 0.60 |
github.repository.forks | 3058 | observed | artifact ↗ | 2026-08-31 | superseded | 0.60 |
github.repository.forks | 3061 | observed | artifact ↗ | 2026-09-02 | superseded | 0.60 |
github.repository.forks | 3062 | observed | artifact ↗ | 2026-09-03 | superseded | 0.60 |
github.repository.forks | 3065 | observed | artifact ↗ | 2026-09-04 | superseded | 0.60 |
github.repository.forks | 3066 | observed | artifact ↗ | 2026-09-05 | superseded | 0.60 |
github.repository.forks | 3068 | observed | artifact ↗ | 2026-09-06 | superseded | 0.60 |
github.repository.forks | 3069 | observed | artifact ↗ | 2026-09-08 | superseded | 0.60 |
github.repository.forks | 3076 | observed | artifact ↗ | 2026-09-10 | superseded | 0.60 |
github.repository.forks | 3080 | observed | artifact ↗ | 2026-09-11 | superseded | 0.60 |
github.repository.forks | 3084 | observed | artifact ↗ | 2026-09-12 | normalized | 0.60 |
github.repository.full_name | NVIDIA/NemoClaw | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.license | Apache-2.0 | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.open_issues | 254 | observed | artifact ↗ | 2026-07-24 | superseded | 0.90 |
github.repository.open_issues | 216 | observed | artifact ↗ | 2026-07-25 | superseded | 0.90 |
github.repository.open_issues | 198 | observed | artifact ↗ | 2026-07-26 | superseded | 0.90 |
github.repository.open_issues | 330 | observed | artifact ↗ | 2026-08-05 | superseded | 0.90 |
github.repository.open_issues | 307 | observed | artifact ↗ | 2026-08-08 | superseded | 0.60 |
github.repository.open_issues | 333 | observed | artifact ↗ | 2026-08-11 | superseded | 0.60 |
github.repository.open_issues | 286 | observed | artifact ↗ | 2026-08-14 | superseded | 0.60 |
github.repository.open_issues | 279 | observed | artifact ↗ | 2026-08-15 | superseded | 0.60 |
github.repository.open_issues | 271 | observed | artifact ↗ | 2026-08-16 | superseded | 0.60 |
github.repository.open_issues | 309 | observed | artifact ↗ | 2026-08-17 | superseded | 0.60 |
github.repository.open_issues | 335 | observed | artifact ↗ | 2026-08-18 | superseded | 0.60 |
github.repository.open_issues | 365 | observed | artifact ↗ | 2026-08-24 | superseded | 0.60 |
github.repository.open_issues | 413 | observed | artifact ↗ | 2026-08-25 | superseded | 0.60 |
github.repository.open_issues | 431 | observed | artifact ↗ | 2026-08-26 | superseded | 0.60 |
github.repository.open_issues | 475 | observed | artifact ↗ | 2026-08-27 | superseded | 0.60 |
github.repository.open_issues | 507 | observed | artifact ↗ | 2026-08-28 | superseded | 0.60 |
github.repository.open_issues | 503 | observed | artifact ↗ | 2026-08-29 | superseded | 0.60 |
github.repository.open_issues | 501 | observed | artifact ↗ | 2026-08-30 | superseded | 0.60 |
github.repository.open_issues | 499 | observed | artifact ↗ | 2026-08-31 | superseded | 0.60 |
github.repository.open_issues | 554 | observed | artifact ↗ | 2026-09-02 | superseded | 0.60 |
github.repository.open_issues | 583 | observed | artifact ↗ | 2026-09-03 | superseded | 0.60 |
github.repository.open_issues | 611 | observed | artifact ↗ | 2026-09-04 | superseded | 0.60 |
github.repository.open_issues | 612 | observed | artifact ↗ | 2026-09-05 | superseded | 0.60 |
github.repository.open_issues | 618 | observed | artifact ↗ | 2026-09-06 | superseded | 0.60 |
github.repository.open_issues | 636 | observed | artifact ↗ | 2026-09-07 | superseded | 0.60 |
github.repository.open_issues | 599 | observed | artifact ↗ | 2026-09-10 | superseded | 0.60 |
github.repository.open_issues | 580 | observed | artifact ↗ | 2026-09-11 | superseded | 0.60 |
github.repository.open_issues | 570 | observed | artifact ↗ | 2026-09-12 | normalized | 0.60 |
github.repository.primary_language | TypeScript | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.pushed_at | 2026-07-24T14:39:02Z | observed | artifact ↗ | 2026-07-24 | superseded | 0.90 |
github.repository.pushed_at | 2026-07-25T14:58:14Z | observed | artifact ↗ | 2026-07-25 | superseded | 0.90 |
github.repository.pushed_at | 2026-07-26T15:15:35Z | observed | artifact ↗ | 2026-07-26 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-05T22:59:27Z | observed | artifact ↗ | 2026-08-05 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-08T23:08:28Z | observed | artifact ↗ | 2026-08-08 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-11T23:18:26Z | observed | artifact ↗ | 2026-08-11 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-14T23:30:17Z | observed | artifact ↗ | 2026-08-14 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-15T23:16:13Z | observed | artifact ↗ | 2026-08-15 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-16T23:56:47Z | observed | artifact ↗ | 2026-08-16 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-17T23:55:25Z | observed | artifact ↗ | 2026-08-17 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-18T23:59:04Z | observed | artifact ↗ | 2026-08-18 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-24T07:29:37Z | observed | artifact ↗ | 2026-08-24 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-25T07:27:37Z | observed | artifact ↗ | 2026-08-25 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-26T07:30:08Z | observed | artifact ↗ | 2026-08-26 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-27T07:30:36Z | observed | artifact ↗ | 2026-08-27 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-28T07:31:19Z | observed | artifact ↗ | 2026-08-28 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-29T07:17:24Z | observed | artifact ↗ | 2026-08-29 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-30T07:32:02Z | observed | artifact ↗ | 2026-08-30 | superseded | 0.90 |
github.repository.pushed_at | 2026-08-31T07:19:22Z | observed | artifact ↗ | 2026-08-31 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-02T08:53:51Z | observed | artifact ↗ | 2026-09-02 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-03T08:54:57Z | observed | artifact ↗ | 2026-09-03 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-04T08:51:25Z | observed | artifact ↗ | 2026-09-04 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-05T08:55:59Z | observed | artifact ↗ | 2026-09-05 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-06T08:51:34Z | observed | artifact ↗ | 2026-09-06 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-07T08:57:01Z | observed | artifact ↗ | 2026-09-07 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-08T08:56:30Z | observed | artifact ↗ | 2026-09-08 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-10T14:37:06Z | observed | artifact ↗ | 2026-09-10 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-11T14:32:44Z | observed | artifact ↗ | 2026-09-11 | superseded | 0.90 |
github.repository.pushed_at | 2026-09-12T14:34:38Z | observed | artifact ↗ | 2026-09-12 | normalized | 0.90 |
github.repository.stars | 21908 | observed | artifact ↗ | 2026-07-24 | superseded | 0.90 |
github.repository.stars | 21916 | observed | artifact ↗ | 2026-07-25 | superseded | 0.90 |
github.repository.stars | 21940 | observed | artifact ↗ | 2026-07-26 | superseded | 0.90 |
github.repository.stars | 22063 | observed | artifact ↗ | 2026-08-05 | superseded | 0.90 |
github.repository.stars | 22101 | observed | artifact ↗ | 2026-08-08 | superseded | 0.60 |
github.repository.stars | 22123 | observed | artifact ↗ | 2026-08-11 | superseded | 0.60 |
github.repository.stars | 22156 | observed | artifact ↗ | 2026-08-14 | superseded | 0.60 |
github.repository.stars | 22161 | observed | artifact ↗ | 2026-08-15 | superseded | 0.60 |
github.repository.stars | 22175 | observed | artifact ↗ | 2026-08-16 | superseded | 0.60 |
github.repository.stars | 22190 | observed | artifact ↗ | 2026-08-17 | superseded | 0.60 |
github.repository.stars | 22196 | observed | artifact ↗ | 2026-08-18 | superseded | 0.60 |
github.repository.stars | 22255 | observed | artifact ↗ | 2026-08-24 | superseded | 0.60 |
github.repository.stars | 22267 | observed | artifact ↗ | 2026-08-25 | superseded | 0.60 |
github.repository.stars | 22276 | observed | artifact ↗ | 2026-08-26 | superseded | 0.60 |
github.repository.stars | 22288 | observed | artifact ↗ | 2026-08-27 | superseded | 0.60 |
github.repository.stars | 22295 | observed | artifact ↗ | 2026-08-28 | superseded | 0.60 |
github.repository.stars | 22303 | observed | artifact ↗ | 2026-08-29 | superseded | 0.60 |
github.repository.stars | 22312 | observed | artifact ↗ | 2026-08-30 | superseded | 0.60 |
github.repository.stars | 22323 | observed | artifact ↗ | 2026-08-31 | superseded | 0.60 |
github.repository.stars | 22343 | observed | artifact ↗ | 2026-09-02 | superseded | 0.60 |
github.repository.stars | 22356 | observed | artifact ↗ | 2026-09-03 | superseded | 0.60 |
github.repository.stars | 22365 | observed | artifact ↗ | 2026-09-04 | superseded | 0.60 |
github.repository.stars | 22379 | observed | artifact ↗ | 2026-09-05 | superseded | 0.60 |
github.repository.stars | 22380 | observed | artifact ↗ | 2026-09-06 | superseded | 0.60 |
github.repository.stars | 22394 | observed | artifact ↗ | 2026-09-07 | superseded | 0.60 |
github.repository.stars | 22404 | observed | artifact ↗ | 2026-09-08 | superseded | 0.60 |
github.repository.stars | 22427 | observed | artifact ↗ | 2026-09-10 | superseded | 0.60 |
github.repository.stars | 22436 | observed | artifact ↗ | 2026-09-11 | superseded | 0.60 |
github.repository.stars | 22446 | observed | artifact ↗ | 2026-09-12 | normalized | 0.60 |
github.repository.topics | ["ai-agents", "hermes", "nvidia", "openclaw", "openshell", "sandboxing", "typescript"] | observed | artifact ↗ | 2026-07-24 | superseded | 0.90 |
github.repository.topics | ["ai-agents", "deep-agents", "hermes", "nvidia", "openclaw", "openshell", "sandboxing", "typescript"] | observed | artifact ↗ | 2026-09-03 | normalized | 0.90 |
github.repository.updated_at | 2026-07-24T14:46:35Z | observed | artifact ↗ | 2026-07-24 | superseded | 0.90 |
github.repository.updated_at | 2026-07-25T14:20:54Z | observed | artifact ↗ | 2026-07-25 | superseded | 0.90 |
github.repository.updated_at | 2026-07-26T15:05:06Z | observed | artifact ↗ | 2026-07-26 | superseded | 0.90 |
github.repository.updated_at | 2026-08-05T21:47:17Z | observed | artifact ↗ | 2026-08-05 | superseded | 0.90 |
github.repository.updated_at | 2026-08-08T21:33:10Z | observed | artifact ↗ | 2026-08-08 | superseded | 0.90 |
github.repository.updated_at | 2026-08-11T23:14:05Z | observed | artifact ↗ | 2026-08-11 | superseded | 0.90 |
github.repository.updated_at | 2026-08-14T22:37:28Z | observed | artifact ↗ | 2026-08-14 | superseded | 0.90 |
github.repository.updated_at | 2026-08-15T23:01:05Z | observed | artifact ↗ | 2026-08-15 | superseded | 0.90 |
github.repository.updated_at | 2026-08-16T23:49:02Z | observed | artifact ↗ | 2026-08-16 | superseded | 0.90 |
github.repository.updated_at | 2026-08-17T23:42:34Z | observed | artifact ↗ | 2026-08-17 | superseded | 0.90 |
github.repository.updated_at | 2026-08-18T23:47:35Z | observed | artifact ↗ | 2026-08-18 | superseded | 0.90 |
github.repository.updated_at | 2026-08-24T07:20:47Z | observed | artifact ↗ | 2026-08-24 | superseded | 0.90 |
github.repository.updated_at | 2026-08-25T07:27:14Z | observed | artifact ↗ | 2026-08-25 | superseded | 0.90 |
github.repository.updated_at | 2026-08-26T07:22:19Z | observed | artifact ↗ | 2026-08-26 | superseded | 0.90 |
github.repository.updated_at | 2026-08-27T07:28:25Z | observed | artifact ↗ | 2026-08-27 | superseded | 0.90 |
github.repository.updated_at | 2026-08-28T06:54:16Z | observed | artifact ↗ | 2026-08-28 | superseded | 0.90 |
github.repository.updated_at | 2026-08-29T07:13:40Z | observed | artifact ↗ | 2026-08-29 | superseded | 0.90 |
github.repository.updated_at | 2026-08-30T06:14:14Z | observed | artifact ↗ | 2026-08-30 | superseded | 0.90 |
github.repository.updated_at | 2026-08-31T07:29:10Z | observed | artifact ↗ | 2026-08-31 | superseded | 0.90 |
github.repository.updated_at | 2026-09-02T08:33:14Z | observed | artifact ↗ | 2026-09-02 | superseded | 0.90 |
github.repository.updated_at | 2026-09-03T07:57:41Z | observed | artifact ↗ | 2026-09-03 | superseded | 0.90 |
github.repository.updated_at | 2026-09-04T07:26:04Z | observed | artifact ↗ | 2026-09-04 | superseded | 0.90 |
github.repository.updated_at | 2026-09-05T07:12:13Z | observed | artifact ↗ | 2026-09-05 | superseded | 0.90 |
github.repository.updated_at | 2026-09-06T08:03:09Z | observed | artifact ↗ | 2026-09-06 | superseded | 0.90 |
github.repository.updated_at | 2026-09-07T08:40:25Z | observed | artifact ↗ | 2026-09-07 | superseded | 0.90 |
github.repository.updated_at | 2026-09-08T08:13:00Z | observed | artifact ↗ | 2026-09-08 | superseded | 0.90 |
github.repository.updated_at | 2026-09-10T14:08:46Z | observed | artifact ↗ | 2026-09-10 | superseded | 0.90 |
github.repository.updated_at | 2026-09-11T14:07:47Z | observed | artifact ↗ | 2026-09-11 | superseded | 0.90 |
github.repository.updated_at | 2026-09-12T14:34:26Z | observed | artifact ↗ | 2026-09-12 | normalized | 0.90 |
github.repository.url | https://github.com/NVIDIA/NemoClaw | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
github.repository.visibility | public | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Blackwell is going to be a very successful product cycle. There's a little bit of a prisoner's | derived | calc | 2026-07-21 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "i think the in a lot of ways what i'd say broadly is i think for a while it's going to be big | derived | calc | 2026-07-21 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "And I basically told them to say, hey look, it's sustainable for two years, which for you guys | derived | calc | 2026-07-22 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "this juggernaut starts and it does not stop and it doesn't look like it's going to stop", "exp | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "in the case of nvidia what you're now starting to see is them over earn in a very massive way | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "10 trillion dollars potentially for people in the audience to understand what this context win | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "i would say the same is probably true for nvidia the folks that have won up until today to mai | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "github.repository.stars", "threshold": 50000, "comparator": "gte"}, "prediction": "GitHub stars will exceed 50000 within 90 days.", "expected_by": "2026-10-22T18:47:03.440 | derived | calc | 2026-07-24 | derived | 0.30 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 80.8, "comparator": "gte"}, "prediction": "Then you start using Google Docs and you see the AI assistant or Excel and the AI assistant | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 74.8, "comparator": "lte"}, "prediction": "So yeah, this is probably all, we might be building out far more capacity than we need if al | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 74.8, "comparator": "lte"}, "prediction": "the investment in something like figure or something like open AI and then you put it into t | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 80.8, "comparator": "gte"}, "prediction": "nvidia buying nvidia is going to be absolute chaos that's the reason like it could continue | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 74.8, "comparator": "lte"}, "prediction": "i had said you know i thought we were hitting peak nvidia you know sometime in the next coup | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 74.8, "comparator": "lte"}, "prediction": "the question is going to be, will this slow down hardware consumption? And I think that that | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 74.8, "comparator": "lte"}, "prediction": "it's going to be very hard to constrain the Chinese. Uh, I mean, I do think we win ultimatel | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 80.8, "comparator": "gte"}, "prediction": "And if you try to do hardware, you missed it. Sorry. NVIDIA is going to run the table.", "ex | derived | calc | 2026-08-17 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
metric.developer.fork_ratio | 0.1357 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.fork_ratio | 0.1362 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.fork_ratio | 0.1361 | derived | calc | 2026-08-08 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1362 | derived | calc | 2026-08-14 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1364 | derived | calc | 2026-08-15 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1363 | derived | calc | 2026-08-16 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1364 | derived | calc | 2026-08-17 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1367 | derived | calc | 2026-08-24 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1368 | derived | calc | 2026-08-25 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1369 | derived | calc | 2026-08-26 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1368 | derived | calc | 2026-08-28 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1369 | derived | calc | 2026-08-30 | superseded | 0.60 |
metric.developer.fork_ratio | 0.137 | derived | calc | 2026-08-31 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1371 | derived | calc | 2026-09-06 | superseded | 0.60 |
metric.developer.fork_ratio | 0.137 | derived | calc | 2026-09-07 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1372 | derived | calc | 2026-09-10 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1373 | derived | calc | 2026-09-11 | superseded | 0.60 |
metric.developer.fork_ratio | 0.1374 | derived | calc | 2026-09-12 | derived | 0.60 |
metric.developer.inorganic_risk | none | derived | calc | 2026-08-08 | normalized | 0.70 |
metric.developer.push_recency_days | 0.0128 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1726 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2488 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.274 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3634 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4449 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4547 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4617 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4621 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4638 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4651 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4681 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4685 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4705 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.471 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5019 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7565 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9283 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0164 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2659 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0047 | derived | calc | 2026-07-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7004 | derived | calc | 2026-07-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7357 | derived | calc | 2026-07-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7413 | derived | calc | 2026-07-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0006 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0162 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0355 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1187 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1307 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.266 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3692 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5773 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5871 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6477 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7364 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7754 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8293 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8758 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9045 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9331 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9667 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.push_recency_days | 1.0583 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.0697 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.0873 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.1094 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.3047 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.3244 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.5455 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.6395 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.7226 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.8694 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.9021 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.9212 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.927 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 1.9819 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 2.0091 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 2.0145 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.push_recency_days | 2.1496 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.1592 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.2127 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.246 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.4364 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.4742 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.5455 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.607 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.6693 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.7339 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.7479 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.7836 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.8076 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.8234 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.8263 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.8603 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.9199 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.9405 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 2.9607 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0067 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3625 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4478 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5177 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5567 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6543 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.push_recency_days | 1.0089 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.push_recency_days | 1.1208 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.1987 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.218 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.2586 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.2735 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.2802 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.3621 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.3687 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.4475 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.4522 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.4721 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.5297 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 1.6099 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.push_recency_days | 2.1472 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.push_recency_days | 2.6903 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.push_recency_days | 2.7172 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0025 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8342 | derived | calc | 2026-08-12 | superseded | 0.90 |
metric.developer.push_recency_days | 1.0674 | derived | calc | 2026-08-13 | superseded | 0.90 |
metric.developer.push_recency_days | 1.7461 | derived | calc | 2026-08-13 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0003 | derived | calc | 2026-08-14 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0102 | derived | calc | 2026-08-15 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2708 | derived | calc | 2026-08-16 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7173 | derived | calc | 2026-08-16 | superseded | 0.90 |
metric.developer.push_recency_days | 0.002 | derived | calc | 2026-08-16 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2369 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6766 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7721 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8477 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9241 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9929 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0029 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0574 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1215 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1983 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2623 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3229 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3823 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6543 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7022 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7757 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8348 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.894 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9532 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0006 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0736 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1329 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1923 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2526 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3135 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.373 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4325 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4327 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5516 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6111 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6706 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7302 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7993 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8619 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9211 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9213 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0007 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0112 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0178 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0806 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.14 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2093 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2693 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3287 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3882 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4477 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5073 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5668 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6264 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6861 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7462 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8059 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8659 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9257 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9855 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0023 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0539 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1139 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1739 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2387 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2988 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3589 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.419 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4791 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5393 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5995 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6596 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.push_recency_days | 0.72 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7802 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8405 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9008 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9611 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0008 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0266 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0871 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1476 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2082 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2687 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3293 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3899 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4505 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5112 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5718 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6325 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6933 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7546 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8155 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8764 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9374 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 1.0003 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0007 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0659 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1274 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1891 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2574 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.319 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3192 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.381 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4424 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5038 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6265 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6879 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7496 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8112 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8114 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8729 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9345 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0004 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0643 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1265 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1776 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2402 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3025 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3646 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4268 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4742 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5363 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6302 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7012 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7722 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8292 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9004 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9719 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0102 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0704 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1424 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2175 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2232 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2272 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2986 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3702 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4417 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5131 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5846 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6565 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6568 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7303 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8027 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8745 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9463 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0002 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0146 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0867 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1592 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2314 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3037 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.376 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4483 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5207 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.593 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.666 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7017 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7742 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8468 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8471 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9198 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0101 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0123 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0282 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0988 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1723 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2455 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3187 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.392 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4653 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5387 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6122 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6858 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0018 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0208 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0948 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1741 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2479 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3218 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3957 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4697 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5439 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.618 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6922 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7664 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8405 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9148 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9891 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0012 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0702 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1514 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2258 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3003 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3747 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4492 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5238 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5983 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6728 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7474 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.822 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8967 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9714 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.004 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0582 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1357 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2112 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2867 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3623 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4378 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5135 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5906 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6374 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.711 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7847 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8585 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9322 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.001 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0068 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.084 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1466 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1691 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2428 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3166 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3904 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4642 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.538 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.612 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6858 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7597 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8337 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9079 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.982 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0042 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0698 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1441 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2183 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2926 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3669 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4412 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5158 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5902 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6654 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7399 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8144 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8889 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9645 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9796 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0005 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2415 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2592 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3343 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4093 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4843 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5594 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7506 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8459 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9211 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9991 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.001 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0767 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.152 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2292 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.push_recency_days | 1.9172 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0004 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0065 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0966 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1724 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2481 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3239 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3997 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4756 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5515 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6274 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7086 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7846 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8607 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.9373 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0036 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0207 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.097 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1734 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2498 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3277 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4042 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4807 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5573 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6339 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7154 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.7921 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.8689 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.957 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0024 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.0373 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.1168 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.194 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.2712 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.3484 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.push_recency_days | 0.4257 | derived | calc | 2026-09-13 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5029 | derived | calc | 2026-09-13 | superseded | 0.90 |
metric.developer.push_recency_days | 0.5803 | derived | calc | 2026-09-13 | superseded | 0.90 |
metric.developer.push_recency_days | 0.6578 | derived | calc | 2026-09-13 | derived | 0.90 |
metric.developer.repo_age_days | 130.912 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.repo_age_days | 131.0718 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.repo_age_days | 131.148 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.repo_age_days | 131.1732 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.repo_age_days | 131.2626 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.repo_age_days | 131.2627 | derived | calc | 2026-07-24 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3441 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3539 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3609 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3613 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.363 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3644 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3674 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3677 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3697 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.3703 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.4011 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.6557 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.8276 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 131.929 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 132.1785 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.repo_age_days | 132.9293 | derived | calc | 2026-07-26 | superseded | 0.90 |
metric.developer.repo_age_days | 133.625 | derived | calc | 2026-07-27 | superseded | 0.90 |
metric.developer.repo_age_days | 133.6603 | derived | calc | 2026-07-27 | superseded | 0.90 |
metric.developer.repo_age_days | 133.6659 | derived | calc | 2026-07-27 | superseded | 0.90 |
metric.developer.repo_age_days | 143.2473 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.repo_age_days | 143.263 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.repo_age_days | 143.2822 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.repo_age_days | 143.3655 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.3775 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.5127 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.6159 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.824 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.8338 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.8944 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 143.9831 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.0222 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.076 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.1226 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.1513 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.1798 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.2134 | derived | calc | 2026-08-06 | superseded | 0.90 |
metric.developer.repo_age_days | 144.305 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.3164 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.334 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.3562 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.5514 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.5712 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.7923 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.8862 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 144.9694 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.1161 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.1489 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.168 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.1737 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.2287 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.2559 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.2612 | derived | calc | 2026-08-07 | superseded | 0.90 |
metric.developer.repo_age_days | 145.3963 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.4059 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.4594 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.4928 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.6832 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.721 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.7922 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.8537 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.916 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.9806 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 145.9946 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.0304 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.0543 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.0701 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.0731 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.1071 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.1666 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.1872 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.2075 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.2597 | derived | calc | 2026-08-08 | superseded | 0.90 |
metric.developer.repo_age_days | 146.6155 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.repo_age_days | 146.7008 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.repo_age_days | 146.7706 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.repo_age_days | 146.8097 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.repo_age_days | 146.9073 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.repo_age_days | 147.2619 | derived | calc | 2026-08-09 | superseded | 0.90 |
metric.developer.repo_age_days | 147.3738 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.4517 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.471 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.5116 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.5265 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.5332 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.6151 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.6217 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.7005 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.7052 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.7251 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.7827 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 147.8629 | derived | calc | 2026-08-10 | superseded | 0.90 |
metric.developer.repo_age_days | 148.4002 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.repo_age_days | 148.9433 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.repo_age_days | 148.9702 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.repo_age_days | 149.2624 | derived | calc | 2026-08-11 | superseded | 0.90 |
metric.developer.repo_age_days | 150.0941 | derived | calc | 2026-08-12 | superseded | 0.90 |
metric.developer.repo_age_days | 150.3273 | derived | calc | 2026-08-13 | superseded | 0.90 |
metric.developer.repo_age_days | 151.006 | derived | calc | 2026-08-13 | superseded | 0.90 |
metric.developer.repo_age_days | 152.2684 | derived | calc | 2026-08-14 | superseded | 0.90 |
metric.developer.repo_age_days | 153.2686 | derived | calc | 2026-08-15 | superseded | 0.90 |
metric.developer.repo_age_days | 153.5292 | derived | calc | 2026-08-16 | superseded | 0.90 |
metric.developer.repo_age_days | 153.9757 | derived | calc | 2026-08-16 | superseded | 0.90 |
metric.developer.repo_age_days | 154.2886 | derived | calc | 2026-08-16 | superseded | 0.90 |
metric.developer.repo_age_days | 154.5235 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 154.9632 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 155.0586 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 155.1343 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 155.2107 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 155.2794 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 155.2885 | derived | calc | 2026-08-17 | superseded | 0.90 |
metric.developer.repo_age_days | 155.343 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.4071 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.4839 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.5479 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.6085 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.6679 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.9399 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 155.9878 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 156.0613 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 156.1204 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 156.1796 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 156.2388 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 156.2887 | derived | calc | 2026-08-18 | superseded | 0.90 |
metric.developer.repo_age_days | 156.3617 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.421 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.4804 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.5408 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.6016 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.6611 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.7206 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.7208 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.8397 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.8992 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 156.9587 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 157.0183 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 157.0874 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 157.15 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 157.2092 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 157.2094 | derived | calc | 2026-08-19 | superseded | 0.90 |
metric.developer.repo_age_days | 161.6017 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.6122 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.6188 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.6816 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.741 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.8104 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.8703 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.9297 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 161.9892 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 162.0487 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 162.1083 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 162.1679 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 162.2274 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 162.2871 | derived | calc | 2026-08-24 | superseded | 0.90 |
metric.developer.repo_age_days | 162.3472 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.407 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.467 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.5268 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.5865 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.602 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.6535 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.7135 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.7736 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.8383 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.8984 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 162.9585 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 163.0187 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 163.0788 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 163.1389 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 163.1991 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 163.2593 | derived | calc | 2026-08-25 | superseded | 0.90 |
metric.developer.repo_age_days | 163.3196 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.3799 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.4401 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.5004 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.5607 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.6022 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.628 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.6884 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.7489 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.8096 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.8701 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.9307 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 163.9913 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 164.0519 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 164.1126 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 164.1732 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 164.2339 | derived | calc | 2026-08-26 | superseded | 0.90 |
metric.developer.repo_age_days | 164.2947 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.356 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.4168 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.4778 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.5387 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.6016 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.6024 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.6676 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.7291 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.7908 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.8591 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.9207 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.9209 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 164.9827 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 165.0441 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 165.1055 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 165.2282 | derived | calc | 2026-08-27 | superseded | 0.90 |
metric.developer.repo_age_days | 165.2896 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.3513 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.4129 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.4131 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.4746 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.5362 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.6026 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.6665 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.7287 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.7798 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.8424 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.9047 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 165.9668 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 166.029 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 166.0764 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 166.1385 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 166.2324 | derived | calc | 2026-08-28 | superseded | 0.90 |
metric.developer.repo_age_days | 166.3034 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.3744 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.4314 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.5026 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.5741 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.6027 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.663 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.7349 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.81 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.8157 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.8197 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.8912 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 166.9627 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 167.0343 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 167.1056 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 167.1772 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 167.2491 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 167.2493 | derived | calc | 2026-08-29 | superseded | 0.90 |
metric.developer.repo_age_days | 167.3228 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.3953 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.467 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.5389 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.6029 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.6173 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.6894 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.7619 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.8341 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.9063 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 167.9787 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 168.051 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 168.1234 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 168.1957 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 168.2687 | derived | calc | 2026-08-30 | superseded | 0.90 |
metric.developer.repo_age_days | 168.3044 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.3769 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.4495 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.4498 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.5225 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.604 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.6062 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.6221 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.6927 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.7662 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.8394 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.9126 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 168.9859 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 169.0592 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 169.1326 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 169.2061 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 169.2797 | derived | calc | 2026-08-31 | superseded | 0.90 |
metric.developer.repo_age_days | 170.6614 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 170.6803 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 170.7543 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 170.8336 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 170.9074 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 170.9813 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 171.0552 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 171.1292 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 171.2034 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 171.2775 | derived | calc | 2026-09-02 | superseded | 0.90 |
metric.developer.repo_age_days | 171.3517 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.4259 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.5 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.5743 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.6486 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.6615 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.7304 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.8117 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.8861 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 171.9606 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 172.035 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 172.1095 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 172.184 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 172.2585 | derived | calc | 2026-09-03 | superseded | 0.90 |
metric.developer.repo_age_days | 172.3331 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.4077 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.4822 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.557 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.6317 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.6618 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.716 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.7935 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.869 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 172.9445 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 173.0201 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 173.0956 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 173.1713 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 173.2484 | derived | calc | 2026-09-04 | superseded | 0.90 |
metric.developer.repo_age_days | 173.2952 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.3688 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.4425 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.5163 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.59 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.662 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.6678 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.745 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.8076 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.8301 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.9038 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 173.9776 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 174.0514 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 174.1252 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 174.199 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 174.273 | derived | calc | 2026-09-05 | superseded | 0.90 |
metric.developer.repo_age_days | 174.3468 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.4207 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.4947 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.5689 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.643 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.6621 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.7278 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.802 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.8763 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 174.9505 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 175.0248 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 175.0991 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 175.1737 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 175.2482 | derived | calc | 2026-09-06 | superseded | 0.90 |
metric.developer.repo_age_days | 175.3233 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.3978 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.4723 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.5468 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.6224 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.6375 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.6623 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.9032 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.9209 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 175.996 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 176.071 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 176.146 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 176.2211 | derived | calc | 2026-09-07 | superseded | 0.90 |
metric.developer.repo_age_days | 176.4123 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.5076 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.5828 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.6608 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.6623 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.7381 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.8134 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 176.8906 | derived | calc | 2026-09-08 | superseded | 0.90 |
metric.developer.repo_age_days | 178.5785 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 178.8983 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 178.9043 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 178.9945 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 179.0702 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 179.146 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 179.2217 | derived | calc | 2026-09-10 | superseded | 0.90 |
metric.developer.repo_age_days | 179.2976 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.3735 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.4494 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.5253 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.6065 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.6825 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.7586 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.8352 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.8984 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.9155 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 179.9918 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 180.0683 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 180.1447 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 180.2226 | derived | calc | 2026-09-11 | superseded | 0.90 |
metric.developer.repo_age_days | 180.299 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.3756 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.4521 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.5287 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.6102 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.6869 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.7637 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.8519 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.8986 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 180.9334 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 181.0129 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 181.0902 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 181.1674 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 181.2446 | derived | calc | 2026-09-12 | superseded | 0.90 |
metric.developer.repo_age_days | 181.3219 | derived | calc | 2026-09-13 | superseded | 0.90 |
metric.developer.repo_age_days | 181.3991 | derived | calc | 2026-09-13 | superseded | 0.90 |
metric.developer.repo_age_days | 181.4765 | derived | calc | 2026-09-13 | superseded | 0.90 |
metric.developer.repo_age_days | 181.5539 | derived | calc | 2026-09-13 | derived | 0.90 |
metric.developer.stars_growth_per_day | 7.8638 | derived | calc | 2026-07-25 | superseded | 0.90 |
metric.developer.stars_growth_per_day | 23.9917 | derived | calc | 2026-07-26 | superseded | 0.90 |
metric.developer.stars_growth_per_day | 11.9212 | derived | calc | 2026-08-05 | superseded | 0.90 |
metric.developer.stars_growth_per_day | 12.6143 | derived | calc | 2026-08-08 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 7.3266 | derived | calc | 2026-08-11 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 10.9782 | derived | calc | 2026-08-14 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 4.9989 | derived | calc | 2026-08-15 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 13.7269 | derived | calc | 2026-08-16 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 14.9999 | derived | calc | 2026-08-17 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 5.9989 | derived | calc | 2026-08-18 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 11.1049 | derived | calc | 2026-08-24 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 11.9972 | derived | calc | 2026-08-25 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 8.9983 | derived | calc | 2026-08-26 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 11.9973 | derived | calc | 2026-08-27 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 6.9987 | derived | calc | 2026-08-28 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 7.9989 | derived | calc | 2026-08-29 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 8.9985 | derived | calc | 2026-08-30 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 10.9874 | derived | calc | 2026-08-31 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 9.7213 | derived | calc | 2026-09-02 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 12.9977 | derived | calc | 2026-09-03 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 8.997 | derived | calc | 2026-09-04 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 13.9967 | derived | calc | 2026-09-05 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 0.9999 | derived | calc | 2026-09-06 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 13.998 | derived | calc | 2026-09-07 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 9.9989 | derived | calc | 2026-09-08 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 10.2862 | derived | calc | 2026-09-10 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 8.9988 | derived | calc | 2026-09-11 | superseded | 0.60 |
metric.developer.stars_growth_per_day | 9.9985 | derived | calc | 2026-09-12 | derived | 0.60 |
metric.venture.funding_amount_usd | 500000000000 | derived | calc | 2026-07-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 750000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 400000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 12900000000 | derived | calc | 2026-08-29 | derived | 0.50 |
registry.signals | [{"claim": "Etched, an AI inference chip startup founded in 2023, has raised $800 million and reports over $1 billion in customer demand after successfully taping out its first chip.", "score": 0.785, | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Nvidia launched Cosmos 3 Edge, a compact 4-billion-parameter world model for edge-device vision reasoning and robot control, alongside partnerships expanding its physical AI platform into | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Nvidia launched Cosmos 3 Edge, a compact 4-billion-parameter world model for edge-device vision reasoning and robot control, alongside partnerships expanding its physical AI platform into | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.developer_momentum | 79.1 | derived | calc | 2026-07-24 | superseded | 0.72 |
score.developer_momentum | 79 | derived | calc | 2026-07-24 | superseded | 0.72 |
score.developer_momentum | 78.9 | derived | calc | 2026-07-24 | superseded | 0.72 |
score.developer_momentum | 78.8 | derived | calc | 2026-07-25 | superseded | 0.72 |
score.developer_momentum | 78.6 | derived | calc | 2026-07-25 | superseded | 0.72 |
score.developer_momentum | 78.5 | derived | calc | 2026-07-25 | superseded | 0.72 |
score.developer_momentum | 64.8 | derived | calc | 2026-07-25 | superseded | 0.85 |
score.developer_momentum | 64.7 | derived | calc | 2026-07-25 | superseded | 0.85 |
score.developer_momentum | 69.4 | derived | calc | 2026-07-26 | superseded | 0.85 |
score.developer_momentum | 69.1 | derived | calc | 2026-07-27 | superseded | 0.85 |
score.developer_momentum | 66.7 | derived | calc | 2026-08-05 | superseded | 0.85 |
score.developer_momentum | 66.6 | derived | calc | 2026-08-06 | superseded | 0.85 |
score.developer_momentum | 66.5 | derived | calc | 2026-08-06 | superseded | 0.85 |
score.developer_momentum | 66.4 | derived | calc | 2026-08-06 | superseded | 0.85 |
score.developer_momentum | 66.3 | derived | calc | 2026-08-06 | superseded | 0.85 |
score.developer_momentum | 66.2 | derived | calc | 2026-08-07 | superseded | 0.85 |
score.developer_momentum | 66.1 | derived | calc | 2026-08-07 | superseded | 0.85 |
score.developer_momentum | 66 | derived | calc | 2026-08-07 | superseded | 0.85 |
score.developer_momentum | 65.9 | derived | calc | 2026-08-07 | superseded | 0.85 |
score.developer_momentum | 65.8 | derived | calc | 2026-08-07 | superseded | 0.85 |
score.developer_momentum | 65.7 | derived | calc | 2026-08-08 | superseded | 0.85 |
score.developer_momentum | 65.6 | derived | calc | 2026-08-08 | superseded | 0.85 |
score.developer_momentum | 65.5 | derived | calc | 2026-08-08 | superseded | 0.85 |
score.developer_momentum | 65.4 | derived | calc | 2026-08-08 | superseded | 0.85 |
score.developer_momentum | 67 | derived | calc | 2026-08-08 | superseded | 0.57 |
score.developer_momentum | 66.8 | derived | calc | 2026-08-09 | superseded | 0.57 |
score.developer_momentum | 66.7 | derived | calc | 2026-08-09 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-08-09 | superseded | 0.57 |
score.developer_momentum | 66.4 | derived | calc | 2026-08-10 | superseded | 0.57 |
score.developer_momentum | 66.3 | derived | calc | 2026-08-10 | superseded | 0.57 |
score.developer_momentum | 66 | derived | calc | 2026-08-11 | superseded | 0.57 |
score.developer_momentum | 65.8 | derived | calc | 2026-08-11 | superseded | 0.57 |
score.developer_momentum | 64.9 | derived | calc | 2026-08-11 | superseded | 0.57 |
score.developer_momentum | 64.5 | derived | calc | 2026-08-12 | superseded | 0.57 |
score.developer_momentum | 64.4 | derived | calc | 2026-08-13 | superseded | 0.57 |
score.developer_momentum | 64.1 | derived | calc | 2026-08-13 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-08-14 | superseded | 0.57 |
score.developer_momentum | 63.5 | derived | calc | 2026-08-15 | superseded | 0.57 |
score.developer_momentum | 63.4 | derived | calc | 2026-08-16 | superseded | 0.57 |
score.developer_momentum | 63.2 | derived | calc | 2026-08-16 | superseded | 0.57 |
score.developer_momentum | 67.4 | derived | calc | 2026-08-16 | superseded | 0.57 |
score.developer_momentum | 67.3 | derived | calc | 2026-08-17 | superseded | 0.57 |
score.developer_momentum | 67.1 | derived | calc | 2026-08-17 | superseded | 0.57 |
score.developer_momentum | 67 | derived | calc | 2026-08-17 | superseded | 0.57 |
score.developer_momentum | 67.8 | derived | calc | 2026-08-17 | superseded | 0.57 |
score.developer_momentum | 67.7 | derived | calc | 2026-08-18 | superseded | 0.57 |
score.developer_momentum | 67.6 | derived | calc | 2026-08-18 | superseded | 0.57 |
score.developer_momentum | 67.5 | derived | calc | 2026-08-18 | superseded | 0.57 |
score.developer_momentum | 67.4 | derived | calc | 2026-08-18 | superseded | 0.57 |
score.developer_momentum | 64.2 | derived | calc | 2026-08-18 | superseded | 0.57 |
score.developer_momentum | 64.1 | derived | calc | 2026-08-19 | superseded | 0.57 |
score.developer_momentum | 64 | derived | calc | 2026-08-19 | superseded | 0.57 |
score.developer_momentum | 63.9 | derived | calc | 2026-08-19 | superseded | 0.57 |
score.developer_momentum | 63.8 | derived | calc | 2026-08-19 | superseded | 0.57 |
score.developer_momentum | 66.7 | derived | calc | 2026-08-24 | superseded | 0.57 |
score.developer_momentum | 66.6 | derived | calc | 2026-08-24 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-08-24 | superseded | 0.57 |
score.developer_momentum | 66.4 | derived | calc | 2026-08-24 | superseded | 0.57 |
score.developer_momentum | 66.3 | derived | calc | 2026-08-25 | superseded | 0.57 |
score.developer_momentum | 67 | derived | calc | 2026-08-25 | superseded | 0.57 |
score.developer_momentum | 66.9 | derived | calc | 2026-08-25 | superseded | 0.57 |
score.developer_momentum | 66.8 | derived | calc | 2026-08-25 | superseded | 0.57 |
score.developer_momentum | 66.7 | derived | calc | 2026-08-26 | superseded | 0.57 |
score.developer_momentum | 66.6 | derived | calc | 2026-08-26 | superseded | 0.57 |
score.developer_momentum | 65.9 | derived | calc | 2026-08-26 | superseded | 0.57 |
score.developer_momentum | 65.8 | derived | calc | 2026-08-26 | superseded | 0.57 |
score.developer_momentum | 65.7 | derived | calc | 2026-08-26 | superseded | 0.57 |
score.developer_momentum | 65.6 | derived | calc | 2026-08-27 | superseded | 0.57 |
score.developer_momentum | 65.5 | derived | calc | 2026-08-27 | superseded | 0.57 |
score.developer_momentum | 67.1 | derived | calc | 2026-08-27 | superseded | 0.57 |
score.developer_momentum | 67 | derived | calc | 2026-08-27 | superseded | 0.57 |
score.developer_momentum | 66.9 | derived | calc | 2026-08-27 | superseded | 0.57 |
score.developer_momentum | 66.8 | derived | calc | 2026-08-27 | superseded | 0.57 |
score.developer_momentum | 66.7 | derived | calc | 2026-08-28 | superseded | 0.57 |
score.developer_momentum | 65 | derived | calc | 2026-08-28 | superseded | 0.57 |
score.developer_momentum | 64.9 | derived | calc | 2026-08-28 | superseded | 0.57 |
score.developer_momentum | 64.8 | derived | calc | 2026-08-28 | superseded | 0.57 |
score.developer_momentum | 64.7 | derived | calc | 2026-08-28 | superseded | 0.57 |
score.developer_momentum | 64.6 | derived | calc | 2026-08-29 | superseded | 0.57 |
score.developer_momentum | 65.5 | derived | calc | 2026-08-29 | superseded | 0.57 |
score.developer_momentum | 65.4 | derived | calc | 2026-08-29 | superseded | 0.57 |
score.developer_momentum | 65.3 | derived | calc | 2026-08-29 | superseded | 0.57 |
score.developer_momentum | 65.2 | derived | calc | 2026-08-29 | superseded | 0.57 |
score.developer_momentum | 65.1 | derived | calc | 2026-08-30 | superseded | 0.57 |
score.developer_momentum | 66 | derived | calc | 2026-08-30 | superseded | 0.57 |
score.developer_momentum | 65.9 | derived | calc | 2026-08-30 | superseded | 0.57 |
score.developer_momentum | 65.8 | derived | calc | 2026-08-30 | superseded | 0.57 |
score.developer_momentum | 65.7 | derived | calc | 2026-08-30 | superseded | 0.57 |
score.developer_momentum | 65.6 | derived | calc | 2026-08-31 | superseded | 0.57 |
score.developer_momentum | 66.8 | derived | calc | 2026-08-31 | superseded | 0.57 |
score.developer_momentum | 66.7 | derived | calc | 2026-08-31 | superseded | 0.57 |
score.developer_momentum | 66.6 | derived | calc | 2026-08-31 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-08-31 | superseded | 0.57 |
score.developer_momentum | 66.3 | derived | calc | 2026-09-02 | superseded | 0.57 |
score.developer_momentum | 66.2 | derived | calc | 2026-09-02 | superseded | 0.57 |
score.developer_momentum | 66.1 | derived | calc | 2026-09-02 | superseded | 0.57 |
score.developer_momentum | 66 | derived | calc | 2026-09-03 | superseded | 0.57 |
score.developer_momentum | 65.9 | derived | calc | 2026-09-03 | superseded | 0.57 |
score.developer_momentum | 67.5 | derived | calc | 2026-09-03 | superseded | 0.57 |
score.developer_momentum | 67.4 | derived | calc | 2026-09-03 | superseded | 0.57 |
score.developer_momentum | 67.3 | derived | calc | 2026-09-03 | superseded | 0.57 |
score.developer_momentum | 67.2 | derived | calc | 2026-09-04 | superseded | 0.57 |
score.developer_momentum | 67.1 | derived | calc | 2026-09-04 | superseded | 0.57 |
score.developer_momentum | 66.1 | derived | calc | 2026-09-04 | superseded | 0.57 |
score.developer_momentum | 66 | derived | calc | 2026-09-04 | superseded | 0.57 |
score.developer_momentum | 65.9 | derived | calc | 2026-09-04 | superseded | 0.57 |
score.developer_momentum | 65.8 | derived | calc | 2026-09-04 | superseded | 0.57 |
score.developer_momentum | 65.7 | derived | calc | 2026-09-05 | superseded | 0.57 |
score.developer_momentum | 67.8 | derived | calc | 2026-09-05 | superseded | 0.57 |
score.developer_momentum | 67.7 | derived | calc | 2026-09-05 | superseded | 0.57 |
score.developer_momentum | 67.6 | derived | calc | 2026-09-05 | superseded | 0.57 |
score.developer_momentum | 67.5 | derived | calc | 2026-09-06 | superseded | 0.57 |
score.developer_momentum | 67.4 | derived | calc | 2026-09-06 | superseded | 0.57 |
score.developer_momentum | 59.1 | derived | calc | 2026-09-06 | superseded | 0.57 |
score.developer_momentum | 59 | derived | calc | 2026-09-06 | superseded | 0.57 |
score.developer_momentum | 58.9 | derived | calc | 2026-09-06 | superseded | 0.57 |
score.developer_momentum | 58.8 | derived | calc | 2026-09-07 | superseded | 0.57 |
score.developer_momentum | 58.7 | derived | calc | 2026-09-07 | superseded | 0.57 |
score.developer_momentum | 67.9 | derived | calc | 2026-09-07 | superseded | 0.57 |
score.developer_momentum | 67.8 | derived | calc | 2026-09-07 | superseded | 0.57 |
score.developer_momentum | 67.7 | derived | calc | 2026-09-07 | superseded | 0.57 |
score.developer_momentum | 67.6 | derived | calc | 2026-09-07 | superseded | 0.57 |
score.developer_momentum | 67.5 | derived | calc | 2026-09-08 | superseded | 0.57 |
score.developer_momentum | 67.4 | derived | calc | 2026-09-08 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-09-08 | superseded | 0.57 |
score.developer_momentum | 66.4 | derived | calc | 2026-09-08 | superseded | 0.57 |
score.developer_momentum | 65.7 | derived | calc | 2026-09-10 | superseded | 0.57 |
score.developer_momentum | 66.7 | derived | calc | 2026-09-10 | superseded | 0.57 |
score.developer_momentum | 66.6 | derived | calc | 2026-09-10 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-09-11 | superseded | 0.57 |
score.developer_momentum | 66.4 | derived | calc | 2026-09-11 | superseded | 0.57 |
score.developer_momentum | 66.3 | derived | calc | 2026-09-11 | superseded | 0.57 |
score.developer_momentum | 66.2 | derived | calc | 2026-09-11 | superseded | 0.57 |
score.developer_momentum | 66.1 | derived | calc | 2026-09-11 | superseded | 0.57 |
score.developer_momentum | 66 | derived | calc | 2026-09-12 | superseded | 0.57 |
score.developer_momentum | 65.9 | derived | calc | 2026-09-12 | superseded | 0.57 |
score.developer_momentum | 65.8 | derived | calc | 2026-09-12 | superseded | 0.57 |
score.developer_momentum | 66.6 | derived | calc | 2026-09-12 | superseded | 0.57 |
score.developer_momentum | 66.5 | derived | calc | 2026-09-12 | superseded | 0.57 |
score.developer_momentum | 66.4 | derived | calc | 2026-09-13 | superseded | 0.57 |
score.developer_momentum | 66.3 | derived | calc | 2026-09-13 | derived | 0.57 |
score.technical_maturity | 73.2 | derived | calc | 2026-07-24 | derived | 0.59 |
score.venture_signal | 79 | derived | calc | 2026-07-20 | superseded | 0.26 |
score.venture_signal | 77.9 | derived | calc | 2026-07-24 | superseded | 0.34 |
score.venture_signal | 59.9 | derived | calc | 2026-07-25 | superseded | 0.30 |
score.venture_signal | 59.7 | derived | calc | 2026-07-25 | superseded | 0.30 |
score.venture_signal | 49.2 | derived | calc | 2026-07-25 | superseded | 0.36 |
score.venture_signal | 52.7 | derived | calc | 2026-07-26 | superseded | 0.36 |
score.venture_signal | 52.5 | derived | calc | 2026-07-27 | superseded | 0.36 |
score.venture_signal | 50.7 | derived | calc | 2026-08-05 | superseded | 0.36 |
score.venture_signal | 50.6 | derived | calc | 2026-08-06 | superseded | 0.36 |
score.venture_signal | 50.5 | derived | calc | 2026-08-06 | superseded | 0.36 |
score.venture_signal | 73.6 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 73.5 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 71 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 65.4 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 65.3 | derived | calc | 2026-08-07 | superseded | 0.34 |
score.venture_signal | 65.2 | derived | calc | 2026-08-08 | superseded | 0.34 |
score.venture_signal | 60.4 | derived | calc | 2026-08-08 | superseded | 0.34 |
score.venture_signal | 61.3 | derived | calc | 2026-08-08 | superseded | 0.34 |
score.venture_signal | 61.2 | derived | calc | 2026-08-09 | superseded | 0.34 |
score.venture_signal | 61.1 | derived | calc | 2026-08-09 | superseded | 0.34 |
score.venture_signal | 61 | derived | calc | 2026-08-09 | superseded | 0.34 |
score.venture_signal | 60.9 | derived | calc | 2026-08-10 | superseded | 0.34 |
score.venture_signal | 60.7 | derived | calc | 2026-08-11 | superseded | 0.34 |
score.venture_signal | 60.6 | derived | calc | 2026-08-11 | superseded | 0.34 |
score.venture_signal | 60.1 | derived | calc | 2026-08-11 | superseded | 0.34 |
score.venture_signal | 59.8 | derived | calc | 2026-08-12 | superseded | 0.34 |
score.venture_signal | 59.6 | derived | calc | 2026-08-13 | superseded | 0.34 |
score.venture_signal | 61 | derived | calc | 2026-08-14 | superseded | 0.34 |
score.venture_signal | 59.2 | derived | calc | 2026-08-15 | superseded | 0.34 |
score.venture_signal | 59 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 61.5 | derived | calc | 2026-08-16 | superseded | 0.34 |
score.venture_signal | 61.4 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 61.3 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 61.8 | derived | calc | 2026-08-17 | superseded | 0.34 |
score.venture_signal | 61.7 | derived | calc | 2026-08-18 | superseded | 0.34 |
score.venture_signal | 61.6 | derived | calc | 2026-08-18 | superseded | 0.34 |
score.venture_signal | 61.5 | derived | calc | 2026-08-18 | superseded | 0.34 |
score.venture_signal | 59.6 | derived | calc | 2026-08-18 | superseded | 0.34 |
score.venture_signal | 59.5 | derived | calc | 2026-08-19 | superseded | 0.34 |
score.venture_signal | 59.4 | derived | calc | 2026-08-19 | superseded | 0.34 |
score.venture_signal | 61.1 | derived | calc | 2026-08-24 | superseded | 0.34 |
score.venture_signal | 61 | derived | calc | 2026-08-24 | superseded | 0.34 |
score.venture_signal | 60.9 | derived | calc | 2026-08-24 | superseded | 0.34 |
score.venture_signal | 61.3 | derived | calc | 2026-08-25 | superseded | 0.34 |
score.venture_signal | 61.2 | derived | calc | 2026-08-25 | superseded | 0.34 |
score.venture_signal | 61.1 | derived | calc | 2026-08-26 | superseded | 0.34 |
score.venture_signal | 60.7 | derived | calc | 2026-08-26 | superseded | 0.34 |
score.venture_signal | 60.6 | derived | calc | 2026-08-26 | superseded | 0.34 |
score.venture_signal | 60.5 | derived | calc | 2026-08-26 | superseded | 0.34 |
score.venture_signal | 60.4 | derived | calc | 2026-08-27 | superseded | 0.34 |
score.venture_signal | 61.4 | derived | calc | 2026-08-27 | superseded | 0.34 |
score.venture_signal | 61.3 | derived | calc | 2026-08-27 | superseded | 0.34 |
score.venture_signal | 61.2 | derived | calc | 2026-08-27 | superseded | 0.34 |
score.venture_signal | 61.1 | derived | calc | 2026-08-28 | superseded | 0.34 |
score.venture_signal | 60.1 | derived | calc | 2026-08-28 | superseded | 0.34 |
score.venture_signal | 60 | derived | calc | 2026-08-28 | superseded | 0.34 |
score.venture_signal | 59.9 | derived | calc | 2026-08-28 | superseded | 0.34 |
score.venture_signal | 60.4 | derived | calc | 2026-08-29 | superseded | 0.34 |
score.venture_signal | 64.4 | derived | calc | 2026-08-29 | superseded | 0.34 |
score.venture_signal | 64.3 | derived | calc | 2026-08-29 | superseded | 0.34 |
score.venture_signal | 64.2 | derived | calc | 2026-08-30 | superseded | 0.34 |
score.venture_signal | 64.8 | derived | calc | 2026-08-30 | superseded | 0.34 |
score.venture_signal | 64.7 | derived | calc | 2026-08-30 | superseded | 0.34 |
score.venture_signal | 64.6 | derived | calc | 2026-08-30 | superseded | 0.34 |
score.venture_signal | 64.5 | derived | calc | 2026-08-31 | superseded | 0.34 |
score.venture_signal | 65.2 | derived | calc | 2026-08-31 | superseded | 0.34 |
score.venture_signal | 65.1 | derived | calc | 2026-08-31 | superseded | 0.34 |
score.venture_signal | 64.9 | derived | calc | 2026-09-02 | superseded | 0.34 |
score.venture_signal | 64.8 | derived | calc | 2026-09-02 | superseded | 0.34 |
score.venture_signal | 64.7 | derived | calc | 2026-09-03 | superseded | 0.34 |
score.venture_signal | 65.7 | derived | calc | 2026-09-03 | superseded | 0.34 |
score.venture_signal | 65.6 | derived | calc | 2026-09-03 | superseded | 0.34 |
score.venture_signal | 65.5 | derived | calc | 2026-09-03 | superseded | 0.34 |
score.venture_signal | 65.4 | derived | calc | 2026-09-04 | superseded | 0.34 |
score.venture_signal | 64.8 | derived | calc | 2026-09-04 | superseded | 0.34 |
score.venture_signal | 64.7 | derived | calc | 2026-09-04 | superseded | 0.34 |
score.venture_signal | 64.6 | derived | calc | 2026-09-05 | superseded | 0.34 |
score.venture_signal | 65.8 | derived | calc | 2026-09-05 | superseded | 0.34 |
score.venture_signal | 65.7 | derived | calc | 2026-09-05 | superseded | 0.34 |
score.venture_signal | 65.6 | derived | calc | 2026-09-06 | superseded | 0.34 |
score.venture_signal | 60.7 | derived | calc | 2026-09-06 | superseded | 0.34 |
score.venture_signal | 60.6 | derived | calc | 2026-09-06 | superseded | 0.34 |
score.venture_signal | 60.5 | derived | calc | 2026-09-06 | superseded | 0.34 |
score.venture_signal | 60.4 | derived | calc | 2026-09-07 | superseded | 0.34 |
score.venture_signal | 65.9 | derived | calc | 2026-09-07 | superseded | 0.34 |
score.venture_signal | 65.8 | derived | calc | 2026-09-07 | superseded | 0.34 |
score.venture_signal | 65.7 | derived | calc | 2026-09-07 | superseded | 0.34 |
score.venture_signal | 65.6 | derived | calc | 2026-09-08 | superseded | 0.34 |
score.venture_signal | 65.1 | derived | calc | 2026-09-08 | superseded | 0.34 |
score.venture_signal | 65 | derived | calc | 2026-09-08 | superseded | 0.34 |
score.venture_signal | 64.6 | derived | calc | 2026-09-10 | superseded | 0.34 |
score.venture_signal | 65.2 | derived | calc | 2026-09-10 | superseded | 0.34 |
score.venture_signal | 65.1 | derived | calc | 2026-09-10 | superseded | 0.34 |
score.venture_signal | 65 | derived | calc | 2026-09-11 | superseded | 0.34 |
score.venture_signal | 64.9 | derived | calc | 2026-09-11 | superseded | 0.34 |
score.venture_signal | 64.8 | derived | calc | 2026-09-11 | superseded | 0.34 |
score.venture_signal | 64.7 | derived | calc | 2026-09-12 | superseded | 0.34 |
score.venture_signal | 65.1 | derived | calc | 2026-09-12 | superseded | 0.34 |
score.venture_signal | 65 | derived | calc | 2026-09-13 | superseded | 0.34 |
score.venture_signal | 64.9 | derived | calc | 2026-09-13 | derived | 0.34 |
sector | ai_infra | derived | calc | 2026-08-08 | normalized | 0.85 |
signal.commentary | {"context": null, "run_ref": "01KXTNM9ECB9Q64GAS5N406Z05", "signals": [{"quote": "except nvidia which is the most unbelievably accretive well-run company highest margins you know making 200 billion do | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "we just really evolved from a GPU company to an AI factory company.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "My sense is, and so we added, we used to be a one rack company. We now add a four more racks. Right. So NVIDIA's TAM, | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "Part of that 33% or 50%, a lot of it's going to be storage processors. It's called Bluefield. Some of it will be, a lo | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "We think that there's three computers in the problem at the largest scale when you take a step back. There's one compu | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "I mean, I think that was probably the biggest takeaway that I had. You're seeing this fundamental disaggregation where | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "The big takeaway, the big idea is that you should not equate the price of the factory and the price of the tokens, the | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "In a final analysis, that's the job of the CEO. Yeah. And our job is to define the strategy, define the vision, define | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "Physical AI as a large category, it's technology industry's first opportunity to address a $50 trillion industry that | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "I think in the case of digital biology, I think we are literally near the ChatGPT moment of digital biology. We're abo | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "We are a large consumer of Anthropic technology.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "When you look around this audience, you will see that Anthropic and OpenAI is represented here. But in fact, 99% of ev | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "when we went from generative to reasoning, the amount of computation we needed was about a hundred times. When we went | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "We have 43,000 employees, you know, I would say 38,000 are engineers.", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "We're trying to. Let me give you the thought experiment. Let's say you have a software engineer or AI researcher and y | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "At the current moment, as we speak, NVIDIA gave up a 95% market share in the second largest market in the world. And w | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "I was also asked, you know, given what's happening in the Middle East, is that an area where we believe that we can ex | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "With respect to Taiwan, we have to do three things. One, we have to make sure that we re-industrialize the United Stat | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "You know, I think helium could be a problem, but it's also the case that the supply chain probably has a lot of buffer | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "we're gaining market share. If you look at where we are today, we're gaining share.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "In the case of AWS, I think they just announced, I think it was yesterday, that they're going to buy a million chips i | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "we're the only architecture that could be in every cloud. And that gives us some fundamental advantages. We're the onl | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "I believe that buying from NVIDIA still is one of the most economic things they could do.", "stance": "bullish", "sign | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "we're gaining share for several reasons. One, our velocity has gone. We help people realize it's not about building th | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "NVIDIA is not making chips. Number one, making chips does not help you solve the AI infrastructure problem anymore. It | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "We have CUDA in satellites around the world. They're doing imaging, image processing, AI imaging. And that kind of stu | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTTXE0EHYAYXBMHZ0ZY764W", "signals": [{"quote": "There's several areas that we're involved in in healthcare. One is AI physics, or AI biology. Using AI to understand, | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZYCMNMX5M5YRNJKNF3KFM", "signals": [{"quote": "we're going to see something from Jensen in a week or two that uses a bunch of the stuff that we partnered with him at | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVWTWJQ06E5V7ASN108R49R", "signals": [{"quote": "There have been some stories recently. I think Bloomberg and Reuters reported that they actually are not allowing NVID | observed | artifact ↗ | 2026-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4QP075KRXD8W1X4KSH5BN", "signals": [{"quote": "it's roughly NVIDIA plus AMD plus Google plus a bunch of inference silicon. So that's sort of that market.", "stance": | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4QP075KRXD8W1X4KSH5BN", "signals": [{"quote": "he had classes one, now he's got classes two, and that portends good things for rock five, it's gonna be trained on th | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4QP075KRXD8W1X4KSH5BN", "signals": [{"quote": "If you look at the companies that have a need to spend money right now, it's Google, it's Microsoft, it's Meta, it's N | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGQ8SZY273NC73CYFCGJFK", "signals": [{"quote": "Revenue up 62% year over year. 22% quarter over quarter. Net income 31.9 billion. That's up 65% year over year.", "sta | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGQ8SZY273NC73CYFCGJFK", "signals": [{"quote": "Burry's point is incorrect on Twitter. He said the idea of a useful life for depreciation being longer because chips f | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3FXMMTGK50QQXTAFKJYB2", "signals": [{"quote": "remember nvidia just did a huge deal with open ai they didn't give away any other company in fact they got the right t | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3FXMMTGK50QQXTAFKJYB2", "signals": [{"quote": "just in 22 in 2022 two and a half years ago nvidia and amd had basically the same revenue 25 billion dollars right thi | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3FXMMTGK50QQXTAFKJYB2", "signals": [{"quote": "nvidia has captured nearly a hundred percent of the incremental ai data center revenues over the course of last two an | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3FXMMTGK50QQXTAFKJYB2", "signals": [{"quote": "they have this ecosystem of software networking extreme co-design the unit of compute is no longer the chip right it's | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3FXMMTGK50QQXTAFKJYB2", "signals": [{"quote": "nvidia's just crushed the competition", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_34 | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3FXMMTGK50QQXTAFKJYB2", "signals": [{"quote": "they have by 2029 them doing 360 billion in revenue compared to 210 billion of revenue this year", "stance": "neutral" | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0AE4PPSSVMJ3174M1RV67T", "signals": [{"quote": "as goes to the Trump administration's policies with regard to Nvidia and what kind of chips we should be allowing Nvid | observed | artifact ↗ | 2025-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0C6RHKCE1RJK4CZZYF8VGQ", "signals": [{"quote": "the market commentary from both Lisa Sue and Jensen, I thought was really valuable.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2025-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DG0S7WE6Y4FWCNZPWM86F", "signals": [{"quote": "I said, who the hell is he? What's his name? His name is Jensen Wong, NVIDIA. I said, what the hell is NVIDIA? I've ne | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DG0S7WE6Y4FWCNZPWM86F", "signals": [{"quote": "NVIDIA has committed $500 billion over the next four years. Thank you, Jensen. I'm sure that'll be a good investment. | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DG0S7WE6Y4FWCNZPWM86F", "signals": [{"quote": "Jensen was small. Were you ever small? I think so. When you started in your bedroom, I think you were small, right? He | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VCDHEQMFH0BBQPMQP9ZNX", "signals": [{"quote": "I think it's insufficient to buy stuff off the shelf from Nvidia and expect these models to fundamentally compete.", " | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VCDHEQMFH0BBQPMQP9ZNX", "signals": [{"quote": "when I first started 8090 a year ago, one of the key bets I made, which was a mistake, and we unwound the bet. But the | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VCDHEQMFH0BBQPMQP9ZNX", "signals": [{"quote": "I think NVIDIA, to Thomas's point, I think the common thesis is it is the most protected, the durability of the busine | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17V0X20S3A087S5ZFZVT30", "signals": [{"quote": "But we also do support NVIDIA, and we're one of the big purchasers of NVIDIA chips, and we have them in Google Cloud a | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C6NHPEXFT9R8VFZ6J31N3", "signals": [{"quote": "Look, first of all, at a high level, NVIDIA is a phenomenal company. You know, Jensen is awesome. We have been working | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C6NHPEXFT9R8VFZ6J31N3", "signals": [{"quote": "NVIDIA is R&D and their ability to drive that innovation. Their software stack is world class. So, you know, they have | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "NVIDIA said it expects a $5.5 billion hit to the quarterly earnings.", "stance": "bearish", "signal_class": "fact_clai | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "H20 is essentially the weaker version of the H100. It was designed, actually, to comply with these export restrictions | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "NVIDIA CEO Jensen Huang was visiting China today. He told Chinese state media, quote, the China market is very importa | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "if you look at the memory bandwidth on the H20, it actually has 20% more memory bandwidth than the H100.", "stance": " | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "I think there is a view that this chip is just, frankly, too good.", "stance": "bullish", "signal_class": "assessment" | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "NVIDIA developed the H20, which, again, is kind of like a NERF version of the H100. This has less computational power. | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "I think the real problem that we have is that NVIDIA is not doing what is in the best interest of the United States. . | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1RD0RVFDGMZFG6Y3D680V3", "signals": [{"quote": "I think that's what NVIDIA's answer will be to this question. But what is the real expectation? Let's flip it on its h | observed | artifact ↗ | 2025-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "I really don't think like if, if NVIDIA had not, not put any money into core, we've not put any money into kind of oth | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "And so the big three kind of cloud computing, you know, hyperscalers, their incremental share of revenue went down. An | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "I think the only reason NVIDIA was able to grow through this product transition is because of reasoning models like De | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "If that trend continues past the July quarter, then I would say, hey, that's reason for concern. But this is a very un | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "NVIDIA accounts for 15% of their revenue, and they own 6%.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "a lot of this quote unquote round tripping from your perspective is diversifying the ownership pool of NVIDIA", "stanc | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "sending NVIDIA GPUs to people who are adopting NVIDIA's reference architecture, which they believe is the best archite | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "Blackwell is going to be a very successful product cycle. There's a little bit of a prisoner's dilemma where you're go | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "he is definitely doing keynotes like Intel did and trying to brand the actual names of the units... there is something | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "if America cannot keep illegal drugs out of, you know, out of our own country, these GPUs are arguably dramatically mo | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "I think we're putting enough friction into the system that it does theoretically give America an advantage at the cost | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY237HGA00XYT23YYM46778D", "signals": [{"quote": "In the next five years, I think zero. I think it's really, really hard. But over the 10 years, who knows? And if you'r | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2JRRRFGE7GXYTSAY1Y8J1H", "signals": [{"quote": "nvidia you know last i checked is doing pretty damn well and you know jensen is on the record of saying he you know do | observed | artifact ↗ | 2025-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY39561HV34HXEN0KHD06VFC", "signals": [{"quote": "i think the in a lot of ways what i'd say broadly is i think for a while it's going to be big businesses are winners b | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3AV2KMP52B2VAMSZ2QPR8G", "signals": [{"quote": "NVIDIA is king of the AI revolution and they're so hot, they're literally too hot.", "stance": "mixed", "signal_class" | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3AV2KMP52B2VAMSZ2QPR8G", "signals": [{"quote": "The information reported that the chips are overheating in servers.", "stance": "bearish", "signal_class": "fact_claim | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3AV2KMP52B2VAMSZ2QPR8G", "signals": [{"quote": "Well, I mean, Freeberg's right. Jensen had the best performance.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4980BRHNX83WRKCF2FPP3X", "signals": [{"quote": "And you get to back a founder like Jensen at NVIDIA, who many people don't know, but is the longest-tenured founder CE | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4KH1FTSDJY46H68AC0CF9T", "signals": [{"quote": "It's NVIDIA. It's, it's the hardware, the chips layer. And, um, and, um, and then that's just, it's just what we, you | observed | artifact ↗ | 2024-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4KH1FTSDJY46H68AC0CF9T", "signals": [{"quote": "They're, they're making, they're, I think everybody else is losing money collectively. Yeah. Everyone else is just spe | observed | artifact ↗ | 2024-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4KH1FTSDJY46H68AC0CF9T", "signals": [{"quote": "I think a year ago, two years ago, in retrospect, NVIDIA would have been a good buy, you know, I think at this point, | observed | artifact ↗ | 2024-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4KH1FTSDJY46H68AC0CF9T", "signals": [{"quote": "And there was the one day where NVIDIA had the largest market cap in the world earlier this year. And I do think that | observed | artifact ↗ | 2024-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PN4P8Q08JV1RB17Z14N9F", "signals": [{"quote": "Peter was here earlier and he was talking about how so far the only company to really make money off AI is Nvidia with | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PN4P8Q08JV1RB17Z14N9F", "signals": [{"quote": "a lot of the kind of economic value so far, of AI, AI has entirely gone to NVIDIA, but there are people with alternati | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PN4P8Q08JV1RB17Z14N9F", "signals": [{"quote": "the Tesla designed, uh, AI inference computer, uh, which is probably still the best. There isn't a better thing we cou | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PN4P8Q08JV1RB17Z14N9F", "signals": [{"quote": "Dojo two is, um, you know, should be, we should have dojo two in volume towards the end of next year. Um, and, and tha | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WNDZXPH6XP101B7X8EDND", "signals": [{"quote": "And I basically told them to say, hey look, it's sustainable for two years, which for you guys means forever. Yeah.", | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WNDZXPH6XP101B7X8EDND", "signals": [{"quote": "You know, NVIDIA has a very sharp, you know, lead on the importance of the chips for the training clusters. You know, | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WNDZXPH6XP101B7X8EDND", "signals": [{"quote": "So I think it's not sustainable. The pure heat is not sustainable. But I think it's, you know, NVIDIA has got a very s | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WNDZXPH6XP101B7X8EDND", "signals": [{"quote": "Or five to seven heading to 12 because like Nvidia is now in the mix and, and others, I think are coming in the mix. I | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY59T80PZCZWVRFDH1R6GZMP", "signals": [{"quote": "nvidia you look at their ford p it's like 24 times it's just not crazy it's not like cisco at 100 in 1999", "stance": | observed | artifact ↗ | 2026-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY59T80PZCZWVRFDH1R6GZMP", "signals": [{"quote": "well i think some of the catalyst could be you know clearly like if nvidia or any of these semiconductor companies hav | observed | artifact ↗ | 2026-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY59T80PZCZWVRFDH1R6GZMP", "signals": [{"quote": "i actually worry more about uh the bottom line for a set of companies that are just consuming a tremendous amount of c | observed | artifact ↗ | 2026-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY59T80PZCZWVRFDH1R6GZMP", "signals": [{"quote": "every time nvidia reports i'm like very very nervous because even if they have an amazing earnings report and then nik | observed | artifact ↗ | 2026-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5JXJ9XY37Q3TA6JSEME06M", "signals": [{"quote": "I mean, sadly, this is another case of sell the news. These things rallied phantomly in the after hours. And if you lo | observed | artifact ↗ | 2024-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5RX3G15QKJBBY7E8Y007TB", "signals": [{"quote": "s&p up 26 since last year mostly of course thanks to nvidia's record-breaking performance", "stance": "bullish", "sign | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5RX3G15QKJBBY7E8Y007TB", "signals": [{"quote": "you cannot spend this kind of money and show no incremental revenue potential so while this is incredible for nvidia t | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5RX3G15QKJBBY7E8Y007TB", "signals": [{"quote": "we have a huge problem with nvidia and i'll just kind of say the quiet part out loud which is you can't spend this kin | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5RX3G15QKJBBY7E8Y007TB", "signals": [{"quote": "these big tech companies are not building out all this infrastructure because they've modeled out the roi and it's ext | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY62BNM52XT8Y45QV7FYWF6A", "signals": [{"quote": "nvidia has got a big effort obviously in continuing to build out their software stack that sits on top of their hardwa | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY64499V2AZFX949AP5F298Y", "signals": [{"quote": "The first is, I think the DOJ and the FTC are totally way out of their ski tips on this. This is a totally nascent ind | observed | artifact ↗ | 2024-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY64499V2AZFX949AP5F298Y", "signals": [{"quote": "Well, look, I agree with you guys. This is just too soon to be opening these investigations. It's true that OpenAI and | observed | artifact ↗ | 2024-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY64499V2AZFX949AP5F298Y", "signals": [{"quote": "If a few years from now, NVIDIA still has whatever, 85%, 90% market share, and no one's even close to catching up, the | observed | artifact ↗ | 2024-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "Nvidia just smashed all expectations while reporting record profits and revenue.", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "The AI train continues on Wednesday. Nvidia reported earnings for the fiscal Q1. Revenue was 26 billion, up 18% quarte | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "When you look at the revenue there, the, you know, sort of slow moderate growth revenue that they experienced. That wa | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "Here's 2019 top companies by market cap in the world... Way down on the list in 2019. Number 84 was Nvidia. Today, Nvi | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "I mean, I think it's a really, really incredibly fun moment. If you're in evolved in anything AI related, just because | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "The interesting thing, just to remember, during the PC revolution, which is really mostly the 90s, it ended in the lat | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "So right now, what you do is you speculatively bet on anything that kind of like, quote unquote, rhymes with NVIDIA. S | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "I think the difference here is that at the end of the day, networking equipment, which Cisco produced was pretty easy, | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "If you look at NVIDIA's revenue, they did $26 billion of total revenue in the quarter, 22 billion of which was data ce | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68P6KQRJV6AQ21HKF3D9Q9", "signals": [{"quote": "I think NVIDIA ... is going to get pulled into competing directly with the hyperscalers. ... So I think it's, it's lik | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DGCGFTAGJ3JR8A05V9797", "signals": [{"quote": "All of you guys are sort of a little bit rate limited on literally Nvidia's throughput, right. And I think that you an | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6NA8RNQVDX5EKTDJ0HSZQD", "signals": [{"quote": "I think he did a very good job of explaining where Nvidia is really strong, which is really in learning, and where Nvi | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6NA8RNQVDX5EKTDJ0HSZQD", "signals": [{"quote": "I mean, I think it's very hard for them. It is a structural innovators dilemma. And why is that because they've made s | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6NA8RNQVDX5EKTDJ0HSZQD", "signals": [{"quote": "The other thing that Nvidia does brilliantly is what Intel did in the 80s and 90s, when they wanted to kind of choke t | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "nvidia blew the doors off their earnings for the third straight quarter shares were up 15 on thursday representing a n | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "the results are absolutely stunning and dare i say unprecedented", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "this juggernaut starts and it does not stop and it doesn't look like it's going to stop", "stance": "bullish", "signal | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "this company's firing on all cylinders", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Cal | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "this obviously has made the entire market rip as in video goes so does the market right now", "stance": "bullish", "si | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "in the case of nvidia what you're now starting to see is them over earn in a very massive way so the real question is | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "i don't think anything's changed on the nvidia front there's this accelerated compute build out underway in data cente | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "i think there's a lot of reasons to believe nvidia is different one is that if you look at nvidia's multiples they're | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "the demand is clear it's the big guys with huge gobs of money and by the way nvidia is super smart to take it because | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "i think the revenue scale will continue for like the next two or three years probably for nvidia but the real question | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "the 18 billion of data center revenue that nvidia realized is revenue to them but it's not an operating expense to the | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "there's a really great accounting and m a environment driver here that's causing the big cloud data center providers t | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "their moat appears to be substantial the wall street analysts i've been listening to think that in five years they're | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "nvidia was supply constrained they cannot produce enough chips to satisfy all the demand their revenue would would hav | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "it is super set up to have a very good meet and beat guidance for the street which they'll eat up and all of the algor | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "i think that the history of these things is that the applications eventually get written they get developed if you bui | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "if you tie it together with what jensen said on the earnings call and you now see developers stress testing us and fin | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73TRC7MRYCXHCVA0TK33RB", "signals": [{"quote": "what they convinced pc manufacturers back in the day was look have the cpu be the brain it'll do 90 of the work but fo | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY764VJAQRAKP2DK4AVWPP98", "signals": [{"quote": "nvidia's been on an all-time heater if you don't know its market cap is now 1.8 trillion friedberg this week it surpas | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY764VJAQRAKP2DK4AVWPP98", "signals": [{"quote": "the compute build out is underway so this is going to continue for some time i think the real question that keeps gett | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY764VJAQRAKP2DK4AVWPP98", "signals": [{"quote": "10 trillion dollars potentially for people in the audience to understand what this context window", "stance": "bullish | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7KNMRARGVCM3RWY0H76R0Y", "signals": [{"quote": "good massive revenue the highest market cap gain of the year probably yeah 30 to 90 billion yeah american", "stance": | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7KNMRARGVCM3RWY0H76R0Y", "signals": [{"quote": "i would say the same is probably true for nvidia the folks that have won up until today to maintain a multiple of mark | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7NB7D20JMC8RSBETME4AQM", "signals": [{"quote": "I have Jensen Wang, CEO of NVIDIA and king of the GPU. We talked about the Magnificent 7 but none was more magnificent | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "Okay, Nvidia has smashed their earnings, massive interest coming into this earnings report, obviously, because we've b | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "And it's not just the Googles and Amazons of the world, you have startups trying to buy H 100s, A 100s and buy this in | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "This is the blowout of world blowouts. It's in terms of performance q2 revenue 13.5 billion up 101% year over year, th | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "And here's the kicker, they're printing up so much money, and so much profits rather, that the Nvidia board is approvi | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "they're clearly firing on all cylinders", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "I think that that probably decays the Nvidia margin and upside over time.", "stance": "bearish", "signal_class": "pred | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "Yeah, margins get competed away.", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_57", "s | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "I would envision Nvidia is probably writing a riding a little bit of a discovery of the efficient frontier wave right | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "the equivalent analogy, the equivalence in that analogy today is Nvidia, because they are the dominant pick and shovel | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "So you've seen, again, this huge spike in demand, the supply cannot react fast enough, that's led to gigantic profits | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "And to your point, like the the big use cases are pushing us well past chips to really be more like [SPEAKER_61: entir | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY94XWPRPZYCW0DY34W9NZ4M", "signals": [{"quote": "because that will make it a much more competitive industry. And there just isn't a lot of margin to capture when you a | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9HP131CNR0AQK30VPBXBQ8", "signals": [{"quote": "one of them nvidia is actually firing on all cylinders", "stance": "bullish", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2023-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9V6R7DVF96829DZ61550Z9", "signals": [{"quote": "take something like nvidia if i'm playing at home or i'm a you know a professional investor i may say oh i'm going to | observed | artifact ↗ | 2023-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7H60DXPSHNCZ7QAJKVCKD", "signals": [{"quote": "he's also disclosed he's short the dollar long gold oil and aud which i guess is the australian dollar and he's also l | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC7C2D3ZVB4MQPA2J1M8WVT", "signals": [{"quote": "why is companies like Nvidia done so well, it's because they said they raised their hand and said we can take on the w | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDJE4WQHNYEZJ43YFMBNZQK", "signals": [{"quote": "just because you need to onshore manufacturing doesn't mean that you give Intel and Nvidia giant handouts", "stance": | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDJE4WQHNYEZJ43YFMBNZQK", "signals": [{"quote": "a business like Intel or Nvidia I would imagine is going to have a pretty tough time selling their board on some specu | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDJE4WQHNYEZJ43YFMBNZQK", "signals": [{"quote": "it would make the enterprise of intel and nvidia worth more", "stance": "bullish", "signal_class": "prediction", "spea | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDJE4WQHNYEZJ43YFMBNZQK", "signals": [{"quote": "if you just give them a capex subsidy that's a one-time effect that helps you in a moment it doesn't help your busines | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDJE4WQHNYEZJ43YFMBNZQK", "signals": [{"quote": "giving a capex subsidy is a meaningless way in which you basically hand out good money to organizations who have other | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHD1DMCVPY6E1K5P7ATAEWM", "signals": [{"quote": "So NVIDIA is working on a specific GPU for space, and we had StarCloud on this week in AI the other week. They have to | observed | artifact ↗ | 2026-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAC6YGVT8YFY2K3RYJSVMYF", "signals": [{"quote": "NVIDIA, by the way, you may not know this, but NVIDIA has like three or 4,000 people in Israel going to 6,000. Now, uh | observed | artifact ↗ | 2026-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAD70Z0NF4814K0D76Z7HXD", "signals": [{"quote": "in the case of Nvidia, they have confidential compute. So anything in Ram or anything on the GPUs is encrypted.", "sta | observed | artifact ↗ | 2026-05-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZARBQYT6NVTJA3GCA0Y02SH", "signals": [{"quote": "you have the other side jensen who is like don't worry every cab driver is going to be a chauffeur and just carry your | observed | artifact ↗ | 2026-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHYTPXH47Q0V5GVMW6937H", "signals": [{"quote": "so I think we'll have an Android which would be the NVIDIA stack", "stance": "bullish", "signal_class": "prediction", | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHYTPXH47Q0V5GVMW6937H", "signals": [{"quote": "before we jump over all this is the NVIDIA announcement that I recall seeing drive Hyperion ecosystem to accelerate th | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHYTPXH47Q0V5GVMW6937H", "signals": [{"quote": "what is NVIDIA's goal here they just want to sell more on-board computers so they're looking at yeah they just want to | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHYTPXH47Q0V5GVMW6937H", "signals": [{"quote": "accelerate the road to autonomy the road to autonomy is going to accelerate and there'll be many more players", "stanc | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHYTPXH47Q0V5GVMW6937H", "signals": [{"quote": "yes thank god I love competition here because as I've said 10,000 times on the show I hate driving so really excited a | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJT00CVG3KQZYCGAFFMZFM", "signals": [{"quote": "For folks out there who are curious why NVIDIA would want to buy part of the Grok technology stack. I think, Jason, th | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJT00CVG3KQZYCGAFFMZFM", "signals": [{"quote": "I think essentially NVIDIA is like, look, GPUs are great, but we don't want to lose a trick on inference. So I think t | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJT00CVG3KQZYCGAFFMZFM", "signals": [{"quote": "Well, the company's worth $3 trillion now. So this is not even 1%, right? 1% would be $30 billion if it's a... Or is i | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJT00CVG3KQZYCGAFFMZFM", "signals": [{"quote": "So anyway, you know, if it's under 50 basis points of ownership dilution for the shareholders, if it doesn't work, who | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJT00CVG3KQZYCGAFFMZFM", "signals": [{"quote": "If this company can't grow revenues and get to $100 million, $200 million in revenue, which is then you start just thi | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "And I think this is a big damn deal.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Cala | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "Here's how it's going to work. Here's how the deals will work. And if you're not part of one of these deals, as Disney | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "Disney is going to invest $1 billion into OpenAI. It's going to have warrants for future purchases. It's going to be a | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "So the most important thing here is now that there's a commercial relationship, every other lawsuit that's going on wi | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "Disney will invest a billion dollars, as we said.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "It will also get warrants, Jason, into OpenAI. So if it wants to purchase more shares down the road at whatever price | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "It's a three-year deal, one year of exclusivity, which means that I don't think another company can land a similar con | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small sn | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediatel | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQSRBM8CZJXEAHC2VRT4FK", "signals": [{"quote": "James Earl Jones sold in perpetuity his voice as Darth Vader, and they can clone it now.", "stance": "neutral", "signa | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "But overall, a very impressive print.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_08 | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "I also think Jensen's a little pissed off at Sam Allman. Okay. Tell me why. I think, you know, if you're going to offe | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "During its earnings rundown, the CFO said, most accelerators with CUDA, which is their software suite, and NVIDIA's ti | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "What people are finding is with these NVIDIA chips, some people thought, well, we're just going to rip them out becaus | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "massively ramping capex through purchase of Nvidia chips and servers on a two to three year product cycle should not r | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "Nvidia chip servers are on a two to three year product cycle. So that's the product cycle. Okay. They come out with a | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "NVIDIA claims H200 is less energy efficient than blackboard for inference.", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ3N565DV9D7SEEPVX56QN", "signals": [{"quote": "In these cases, the overflow jobs, like I was saying, are things that might be running in the background that need to | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6RX2WD6G5SP43WCMGBGQ3", "signals": [{"quote": "NVIDIA would lose hundreds of millions in revenue, Oracle 100 mils in revenue. Looks like Microsoft would lose hundred | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "Some of the greats, you can do interactive stuff. Go check out Tonebase. It's a really great company, but I saw in the | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "companies like Ramp are also using AI to sniff out the AI usage.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "This is another one of these stories to get us to mention Ramp, who's not an advertiser. I love it, though. They're so | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "they're not going to grow that staff anymore. And I would say they're going to probably redeploy to save face", "stanc | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "Then you start using Google Docs and you see the AI assistant or Excel and the AI assistant will do the formula for yo | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "They said they believe FSD has been solved.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEA | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "So he's often late, but never wrong is what I always say when people ask me for a quote always.", "stance": "bullish", | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "You know, frequently late, never wrong is, I think, the track record so far.", "stance": "bullish", "signal_class": "e | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "But I think this is this is freaking awesome.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SP | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "Oh, they're going to get there. They're going to get there. It's obvious.", "stance": "bullish", "signal_class": "pred | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.", "s | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "And as I said here on this program many times before, just do a year with the safety driver. Prove that you can do 10, | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "Actually, you know, you talk a lot about, you know, Tesla having cars on the road. So many of them, giving them a data | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "The only challenge here is, when you're a Sequoia CEO, you know, you have to then figure out, okay, which fund am I go | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCAJ7AZVCEBZZ6JNB9M747A", "signals": [{"quote": "you can look at those two, and you can see that they have discipline. I don't think they want to chase the average ret | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCZ22JNAXAZXHJB7WJWACB", "signals": [{"quote": "if you look at sam altman's strategy in just the last three to six months it's raise money from everyone for everythin | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCZ22JNAXAZXHJB7WJWACB", "signals": [{"quote": "like even chat gpt wildly popular 800 million global users now but only five percent are paid and i feel like we haven | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCZ22JNAXAZXHJB7WJWACB", "signals": [{"quote": "this happens to every provider every couple of years which means we experience these type of outages i would say on av | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCZ22JNAXAZXHJB7WJWACB", "signals": [{"quote": "projects that seem like they're decentralized typically have a single point of failure so as much as people want to be | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCCZ22JNAXAZXHJB7WJWACB", "signals": [{"quote": "only because we're building out this infrastructure at such a significant pace and utilization is going up and we're s | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "the thing that it really epitomized was first you know rapid internet growth for us second this thing we basically coi | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "the idea to do that was tim draper's idea 100 and i i not me and and i just want to give credit to him because it was | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "bought by microsoft bingo for about 400 million dollars uh you know less than two years in", "stance": "bullish", "sig | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "ultimately weren't delivering that much more value uh compared to a completely different huge array of computational e | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "lately there are a lot of custom silicon solutions like google has their tpu and attention to the process amazon's dev | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "in any case nvidia has taken that baton and has for the last decade", "stance": "bullish", "signal_class": "fact_claim | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "all the major ai you know companies that you know of have their own semiconductor efforts underway because that is inh | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "there were early experiments about 20 years ago um there were about five of them that nvidia supported it was almost l | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCF7GVC3XH7MTZDDRQ4NFQ9", "signals": [{"quote": "let's build a custom silicon chip that's even better than nvidia because if the idea was wow we can shoehorn the nvidi | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "So OpenAI is buying a bunch of compute from AMD. Great. The money they're using to buy that is not AMD's money. AMD is | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "AMD is going to supply OpenAI with up to six gigawatts worth of GPUs. Not all at once, in several tranches. The first | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "Well, OpenAI will own. Not Sam personally, obviously, just to make that super clear for the audience.", "stance": "neu | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "But going back to the NVIDIA OpenAI announcement, the text is, to support this deployment, including data center and p | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "Well, obviously, NVIDIA and AMD are in competition. And so it's fine if you have a ton of money, and you go out and yo | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "So NVIDIA investing a ton of money and buying shares in OpenAI, and then OpenAI is obviously buying a ton from NVIDIA. | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "I don't want to say it's a house of cards, but there are a lot of interesting variables here. It feels very non-tradit | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "OpenAI is a non-traditional company in its scale and how much it's changed, I would say, the world. And it's also faci | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "they don't need this compute? What if it levels off the impact of compute on the product getting better? That's actual | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "So yeah, this is probably all, we might be building out far more capacity than we need if all these deals do come to f | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "OpenAI is having its dev day. Thank you for everyone who tuned in to us live in contravention of sticking around with | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "So plus 100 million from the last milestone, at least for now implied there's plenty of capacity needed to be built ou | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "The reason I won't accept it before even hearing their next idea is three developers with an exit where I assume they' | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "but they're also Indian and depending on what time period YC wasn't investing in India all that often and then they st | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "so many people applying which means more and more people don't get accepted and their best advice to you is oh we'll w | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "it seems like there's a younger generation who finds them to be very establishment and I think it's because they are v | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "if you get rejected forward your rejection and your application most importantly to YC at launch.co and my team will t | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "I just think we're getting more applications I would say since all in started and became like a pop culture phenomenon | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "not only because they just raised a $1 billion round at a $39 billion valuation but also because we talked about their | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "you've got a robot at station with doors opening and closing and something being put in front of them for them to mani | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "there have been realistic questions of how do you raise 675 million how do you raise a billion without having a produc | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "the investment in something like figure or something like open AI and then you put it into the mag 7 I don't think you | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHWT9WDR0HNF916G7Z3HN5", "signals": [{"quote": "so at these high prices because entry price matters", "stance": "bearish", "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPJW2MZZE1W5JT4K23J1T0", "signals": [{"quote": "NVIDIA is dominant right now in the AI space. $16 billion in revenue in Q3. That's 2x year over year. They're wildly p | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPJW2MZZE1W5JT4K23J1T0", "signals": [{"quote": "Nvidia is one of our most important partners.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Ch | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPJW2MZZE1W5JT4K23J1T0", "signals": [{"quote": "And so a lot of people were building the call of duty accelerator and there's a bunch of competition and just make gam | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPJW2MZZE1W5JT4K23J1T0", "signals": [{"quote": "And so one of the things you're pointing out is crypto, right? Well, they didn't design a crypto accelerator. Crypto w | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPJW2MZZE1W5JT4K23J1T0", "signals": [{"quote": "But the thing they forget is that nobody had the convolution kernels, the algorithms to implement resonance that didn' | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "nvidia buying nvidia is going to be absolute chaos that's the reason like it could continue to be a momentum stock if | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "and they don't have competition and more gets thrown to the bottom line", "stance": "bullish", "signal_class": "fact_c | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "that's a crazy setup there's two ways to increase earnings per share you make the earnings go up or you make the amoun | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "50 quarter over quarter just simply does not happen that's like a series startup right yeah", "stance": "neutral", "si | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "they reported 13.5 billion dollars of revenue up 101 year over year up 88 quarter over quarter well over the highest a | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "this really impressive company that made graphic cards that call of duty nerds would install on their computers to get | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "is like let's get this going this is going to turn into if they if they start putting this money towards stock buyback | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "so just to finish up on nvidia so 6.1 billion dollars in net income in q2 up 843 year over year up 203 quarter over qu | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "they've been investing in a ton of ai companies with some we mentioned this the last time i was on with some little si | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "nvidia's board approved 25 billion dollars in share buybacks which is about six times higher than what they were curre | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMWSPGBY2MEB32NQK548A03", "signals": [{"quote": "nvidia not only had like a complete stranglehold on the gpu market but they also were owned arm and had 99 of uh smart | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYFKTYTMB16B4VVFRP9QR3", "signals": [{"quote": "the p of nvidia right now is like 230 240 depending on the day you know which is crazy like high growth companies are | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYFKTYTMB16B4VVFRP9QR3", "signals": [{"quote": "i really do like your insight though about the bulk ordering and the shenanigans going on with the round tripping uh p | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYFKTYTMB16B4VVFRP9QR3", "signals": [{"quote": "but on the flip side jensen and team have done a great job", "stance": "bullish", "signal_class": "endorsement", "spea | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYFKTYTMB16B4VVFRP9QR3", "signals": [{"quote": "you can't take anything away from jensen and the products they've made you know i watched them go from being like this | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYFKTYTMB16B4VVFRP9QR3", "signals": [{"quote": "just this morning the uk prime minister said they are investing 100 million pounds into in via amd and intel compute", | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN1VMKM8FWYF8XABRHAV1Z6", "signals": [{"quote": "again thanks to our friends from nvidia and intel for helping uh crunch through all those data", "stance": "bullish", | observed | artifact ↗ | 2023-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN3KN98W6KFAMXAHA0RXSQ0", "signals": [{"quote": "So on the compute side? Yes, we would be compared against Nvidia on the interconnect side. Not really.", "stance": "ne | observed | artifact ↗ | 2023-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN3KN98W6KFAMXAHA0RXSQ0", "signals": [{"quote": "18 picojoules per bit for the typical type of inside the box communication that you would see with an Nvidia server or | observed | artifact ↗ | 2023-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN3KN98W6KFAMXAHA0RXSQ0", "signals": [{"quote": "If you look at, uh, you know, anthropic and all these other, uh, AI startups that are getting funded like crazy to bui | observed | artifact ↗ | 2023-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNACEXEDP6ZGM72C3PPQV7F", "signals": [{"quote": "And video is a great partner. I think most people think of NVIDIA as the ones that make the GPUs and the chips, which | observed | artifact ↗ | 2023-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAXWCTTDABZH35GBP7XP8J", "signals": [{"quote": "NVIDIA's, um, has made a couple of investments in recent AI startups. Actually, they invested in runway, which we had | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAXWCTTDABZH35GBP7XP8J", "signals": [{"quote": "So Nvidia invested in core weaves $220 million series B at a $2.1 billion valuation a couple of months ago.", "stance" | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNHDK3DY14AR0M69BF9M9WX", "signals": [{"quote": "more recently they're custom chips called asics that are specialized for ai that are vastly outperforming those nvidia | observed | artifact ↗ | 2023-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNHSD8B4QCRA67NHZ7GNQ95", "signals": [{"quote": "I think there's a lot of reasons to think that in that NVIDIA may finally begin to lose some share for the first time. | observed | artifact ↗ | 2023-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNKDPR7YDNPTYJX48VXV0T0", "signals": [{"quote": "nvidia was priced at 125 a share in january of this year of this year the consensus sales forecast was that data cente | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNR67ZPTYXG6QJ6AFE5R2CC", "signals": [{"quote": "Nvidia clearly had a huge bump recently. Um, they are the backbone of all of this, both training and inference right n | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNR67ZPTYXG6QJ6AFE5R2CC", "signals": [{"quote": "we are in a GPU crunch, no doubt about it. And that's not going to alleviate for a while.", "stance": "neutral", "sign | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNR67ZPTYXG6QJ6AFE5R2CC", "signals": [{"quote": "The new H 100. That's the latest GPU from, from NVIDIA. Uh, it's going to help a bit in the sense that each one is fas | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNR67ZPTYXG6QJ6AFE5R2CC", "signals": [{"quote": "there's really three places in the world that can build state of the art silicon. Uh, TSMC, Taiwan Semiconductor. That | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNR67ZPTYXG6QJ6AFE5R2CC", "signals": [{"quote": "that model took nine and a half days on 440 NVIDIA a 100 GPUs. And it costs about $200,000 to build from scratch.", "s | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQSFRB4JQJ9ZHBVWNT8ZE2", "signals": [{"quote": "This one's like four times more powerful than the previous generation. It's unbelievable, actually.", "stance": "bulli | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQSFRB4JQJ9ZHBVWNT8ZE2", "signals": [{"quote": "if you think about how many of these cards Nvidia are shipping worldwide, like millions of these cards over the next y | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQSFRB4JQJ9ZHBVWNT8ZE2", "signals": [{"quote": "this is state of the art guys. Like it's at 16,000 CUDA cores in this thing. For where the world's going with NFTs and | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQSFRB4JQJ9ZHBVWNT8ZE2", "signals": [{"quote": "And for, so you have DLSS off at 20 frames per second, DLSS three and RT ray tracing on at a hundred. I mean, look at | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQSFRB4JQJ9ZHBVWNT8ZE2", "signals": [{"quote": "And I think with, um, the chips behind this, because, you know, Tesla has their own chips, Google has their own chips, | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQSFRB4JQJ9ZHBVWNT8ZE2", "signals": [{"quote": "ongoing tech trend about how GPU is the new CPU. Cause they can do this. It can like think it's", "stance": "bullish", | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRT0TS17FSJV14SC7XDT11S", "signals": [{"quote": "if you're nvidia say or if you're some uh you know if you're intel or you're an american-based company like micron you | observed | artifact ↗ | 2022-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW9VW0FVT02PD5V3BDXCG6N", "signals": [{"quote": "Nvidia has been crushing it lately, $650 billion company at stock prices up about 70% over the last five, five years." | observed | artifact ↗ | 2022-02-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW9VW0FVT02PD5V3BDXCG6N", "signals": [{"quote": "they wanted to become a chip powerhouse with this, but they spent 18 months trying to get this deal done. And it was j | observed | artifact ↗ | 2022-02-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1S2WSM9DAPFY0AEK7CFEG", "signals": [{"quote": "I'm very bullish on NVIDIA. I think the reason is, is that we haven't even begun to tap into its real market, its real | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1S2WSM9DAPFY0AEK7CFEG", "signals": [{"quote": "In my opinion, let's say 90% of it will be run on NVIDIA. And that's a big statement.", "stance": "bullish", "signal_c | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1S2WSM9DAPFY0AEK7CFEG", "signals": [{"quote": "It's GPUs. It's a parallel processing that can happen with GPUs that serendipitously, it can also be used for AI, uh, | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1S2WSM9DAPFY0AEK7CFEG", "signals": [{"quote": "They call them ASICs, um, that come out of Google and Microsoft, uh, Google, actually not Microsoft. They use, um, fie | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1S2WSM9DAPFY0AEK7CFEG", "signals": [{"quote": "it's had, you know, two to three X returns, uh, since I started covering it compared to Fang. And I think that will co | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0617EXC7GN74X2WTWP0X3QD", "signals": [{"quote": "And our compute is NVIDIA's Thor SOC. So we're also benefiting from, you know, the incredible scale that NVIDIA has.", | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0617EXC7GN74X2WTWP0X3QD", "signals": [{"quote": "So if we were to envision this world where five or six people get there, we also have the OEMs and NVIDIA playing a bi | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0617EXC7GN74X2WTWP0X3QD", "signals": [{"quote": "it does seem like Jensen is saying, hey, we can really help here by making the hardware just commoditized, standardize | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0617EXC7GN74X2WTWP0X3QD", "signals": [{"quote": "by far the biggest value that they've provided us, which is tremendous, is that their latest system on a chip, the Tho | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062SG146VKCM70PMSYX0FWY", "signals": [{"quote": "pursuant to what we just discussed in this game of chicken, who's willing to build the most data centers and fill them | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062SG146VKCM70PMSYX0FWY", "signals": [{"quote": "six customers are now 85% of Nvidia's revenue in the last quarter.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "nvidia today reached for the first time of any company in history a four trillion dollar market cap", "stance": "bulli | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "if we sit here 10 years from now i can guarantee you nvidia will not be the number one company it'll be somebody else | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "retail investors really believe the ai story they really believe the nvidia story and i don't think they're wrong i th | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "this is not a stock that's getting increasingly expensive in terms of its price to sales ratio... the price sales rati | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "in the current quarter analysts expect uh nvidia to turn in about 45 and a half billion in revenue and according to ou | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "the year of your growth rate should slow according to analysts to 47 in the third quarter of this year so it's slowing | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067CC5FD9VZNV9A88246KHA", "signals": [{"quote": "invidia went public by the way i just pulled it up at a valuation back in 1999 of about one and a half billion dollars | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HSCVDHZY5DQTWB69FKHWV", "signals": [{"quote": "chip god of the world but there's a star called edge that's betting that it's better to do one thing really well than | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HSCVDHZY5DQTWB69FKHWV", "signals": [{"quote": "it is clear that ai inference is going to be a massive massive market and there are already a number of chips on the m | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HSCVDHZY5DQTWB69FKHWV", "signals": [{"quote": "for an nvidia 8x h100 box you can expect to pay around 300 000 for that system which is eight of those chips inside of | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HSCVDHZY5DQTWB69FKHWV", "signals": [{"quote": "we price 10x cheaper than nvidia in terms of dollars per token", "stance": "bearish", "signal_class": "fact_claim", "s | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HSCVDHZY5DQTWB69FKHWV", "signals": [{"quote": "here's where i have an opportunity here's what nvidia is not focused on that i can focus on and like here's this narro | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HSCVDHZY5DQTWB69FKHWV", "signals": [{"quote": "but what nvidia is doing and how you can sort of counter and complement their strategy", "stance": "neutral", "signal_ | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MD7GYHT4MPKH42AJQBW83", "signals": [{"quote": "nvidia updated its filings telling people what it owns shares in no longer owns shares and serve robotics or sound hou | observed | artifact ↗ | 2025-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MD7GYHT4MPKH42AJQBW83", "signals": [{"quote": "we ride it went up to 31 a share from looked like 17 overnight and this is based on nvidia putting some shine on it", | observed | artifact ↗ | 2025-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06N6FX7XZH81N8WHT6THQH8", "signals": [{"quote": "i had said you know i thought we were hitting peak nvidia you know sometime in the next couple of years you would have | observed | artifact ↗ | 2025-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NBEZXC4RRYMHFJEM0TGM0", "signals": [{"quote": "NVIDIA has been dethroned overnight by DeepSeq and is now the third most valuable company compared to the first.", "st | observed | artifact ↗ | 2025-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NBEZXC4RRYMHFJEM0TGM0", "signals": [{"quote": "The DeepSeq project has, uh, shaken the public markets, specifically NVIDIA, uh, I think, because what this project, w | observed | artifact ↗ | 2025-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NBEZXC4RRYMHFJEM0TGM0", "signals": [{"quote": "the question is going to be, will this slow down hardware consumption? And I think that that is actually possible that | observed | artifact ↗ | 2025-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NBEZXC4RRYMHFJEM0TGM0", "signals": [{"quote": "it's going to be very hard to constrain the Chinese. Uh, I mean, I do think we win ultimately, but it's going to be ha | observed | artifact ↗ | 2025-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QJ4ERADMZ5Z4GT2VEAQ84", "signals": [{"quote": "when they move from just doing, you know, their main category being gaming GPUs to server farms becoming the majority | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QJ4ERADMZ5Z4GT2VEAQ84", "signals": [{"quote": "Oh, NVIDIA? More than that.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_73", "speake | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QJ4ERADMZ5Z4GT2VEAQ84", "signals": [{"quote": "it's three-digit growth year over year is unprecedented. It's absolutely insane. 15% to 30% is high growth in public m | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TAAYS08S4W6BBK265R731", "signals": [{"quote": "the scale of nvidia's revenue i think kind of occludes or hides how quickly it came to be because you hear that number | observed | artifact ↗ | 2024-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TAAYS08S4W6BBK265R731", "signals": [{"quote": "if the company just meets expectations like i believe we saw in the preceding quarter we could see a stock drop five s | observed | artifact ↗ | 2024-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TAAYS08S4W6BBK265R731", "signals": [{"quote": "we've never seen a company grow large amounts of revenue in this way the last quarter was 30 billion i'm saying that a | observed | artifact ↗ | 2024-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TAAYS08S4W6BBK265R731", "signals": [{"quote": "there have been a bunch of people looking at round tripping as a technical era as a technical term for self-dealing or | observed | artifact ↗ | 2024-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VKGTNR73TSFYM63JCJFNE", "signals": [{"quote": "Nvidia once again took the absolute top spot and as the most valuable public market company in the world. I have a scr | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VKGTNR73TSFYM63JCJFNE", "signals": [{"quote": "The thing that I did notice here is that the amount of prepaid expenses and other current assets at NVIDIA is pretty s | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VKGTNR73TSFYM63JCJFNE", "signals": [{"quote": "I do agree that core weave and Lambda and the other GPU clouds that are, you know, borrowing up to 11 billion, as the | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VKGTNR73TSFYM63JCJFNE", "signals": [{"quote": "I do agree. There is a hygienic point to be made about NVIDIA investing in smaller companies and then having those com | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VKGTNR73TSFYM63JCJFNE", "signals": [{"quote": "NVIDIA's biggest risk right now to me isn't a lack of financial, not hygiene per se, but just like clarity, but it's t | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M072T8H8WKNGY5VWGV4RSX0P", "signals": [{"quote": "Everybody knows Nvidia is one of the dominant or the dominant player in that market segment, or at least the biggest p | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C9YA40KY8EN6D21XDSH7R", "signals": [{"quote": "And if you try to do hardware, you missed it. Sorry. NVIDIA is going to run the table.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C9YA40KY8EN6D21XDSH7R", "signals": [{"quote": "And NVIDIA is doing that now.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Michael", "speaker | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07HNQVF7BCH44WYF70BPNE0", "signals": [{"quote": "Corporate Venture, you know, ex-Microsoft and NVIDIA, I'd put that aside. Corporate Venture is down like 10-year low." | observed | artifact ↗ | 2024-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07WSHC840ZVYZQHNA44QSPF", "signals": [{"quote": "what we've already seen in the last year and, you know, with the rise of Nvidia stock was these really, really large m | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AC16AWR1GZYJCMXDCFJEHE", "signals": [{"quote": "And by the way, this is, that is the case for Nvidia enduring because IBM was kind of this foundational layer for the | observed | artifact ↗ | 2024-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACCWYPWA9WYT6VB4QV2851", "signals": [{"quote": "NVIDIA is the most interesting one now because NVIDIA now has over 4,000 employees in Israel, and the CTO of NVIDIA Gl | observed | artifact ↗ | 2024-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACCWYPWA9WYT6VB4QV2851", "signals": [{"quote": "We can talk about NVIDIA. NVIDIA is the most interesting thing one now, because NVIDIA now has over 4,000 employees in | observed | artifact ↗ | 2024-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACK674HVTBAEBMYM9RA4TF", "signals": [{"quote": "Yeah. I think this is a moment in time. It's clearly not the most important company on this list in my mind, uh, in te | observed | artifact ↗ | 2024-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADKXCCBYC2FZXDZXRDFHJ1", "signals": [{"quote": "right now, Nvidia is worth more than Apple. And so what we're discussing here is where the value will accrue. Will it | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AG5ZM7X0XWKZVMDW8NGZBV", "signals": [{"quote": "I think it's very clear that obviously Jensen Huang and Nvidia make lots of money, I think that will continue to be th | observed | artifact ↗ | 2024-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN3XYJHV818DKHNHN3NPX5", "signals": [{"quote": "For those of you who don't know, Nvidia's market cap has increased more than 7x from 300 billion to 2.3 trillion. If y | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN3XYJHV818DKHNHN3NPX5", "signals": [{"quote": "This is Nvidia's state of the art. It's not just a GPU. It's a rack. Essentially, it's a platform to put many GPUs on. | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN3XYJHV818DKHNHN3NPX5", "signals": [{"quote": "They go for like 30, 40 grand each is my understanding.", "stance": "neutral", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN3XYJHV818DKHNHN3NPX5", "signals": [{"quote": "that price range was, was accurate for each one of those GPUs in a server. So a server can cost upwards of a quarter m | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN3XYJHV818DKHNHN3NPX5", "signals": [{"quote": "how performant these GPUs are at these specific tasks.", "stance": "bullish", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVPJXTX2AF2B3YABBP5NP8", "signals": [{"quote": "a little bit surprised that the stock went down after the earnings call because not only was it a beaten raise but als | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVPJXTX2AF2B3YABBP5NP8", "signals": [{"quote": "the only thing i would add to what brad said was around starship elon basically said we all saw it right that the star | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVPJXTX2AF2B3YABBP5NP8", "signals": [{"quote": "range so you know you do the math that gigawatt is a billion watts so 30 to 50 dollars per watt means 30 to 50 billion | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVPJXTX2AF2B3YABBP5NP8", "signals": [{"quote": "or you get nvidia to backstop it um which they've indicated that they're going to do more of but the problem there is | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVPJXTX2AF2B3YABBP5NP8", "signals": [{"quote": "the vast majority of the off-take commitments are coming from anthropic open ai and nvidia right when you hear about t | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "Nvidia just had a record setting earnings report. I mean, they blew the doors off this", "stance": "bullish", "confide | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "96.2 billion in revenue in the quarter, Chamath up 106% year over year, more than double. Wall Street's expectation wa | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "That is the most profitable core business quarter of any public company ever", "stance": "bullish", "confidence": 0.9, | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "Stock is up, reaching its all time high again", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "I guess the headwind Chamath is that people believe there's competition coming.", "stance": "bearish", "confidence": 0 | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "Nvidia is the world's most valuable company. 5.5 trillion. Polymarket says 79% chance Nvidia ends the year as number o | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "I think Jensen is going all in on open source based on these two acquisitions, Hugging Face and Poolside.", "stance": | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "And I think he's speed running open source, and you're going to be able to buy from Nvidia next year, just your entire | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "now he owns Hugging Face, the leading open source indexer where everybody goes to try the new models. I think this is | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "Nvidia still relies meaningfully on the hyperscalers for their revenue. I think it was $24 billion in the quarter. But | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QF4727H3BCB4VYVNB2ZYF", "signals": [{"quote": "It's completely appropriate for Nvidia to say, Well, we're going to spin our own models, they do that. And then you're | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
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